Integrated Wealth Management’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$503K Hold
2016
Q4
$502K Hold
2016
Q3
$419K Buy
2016
Q2
$385K Hold
2016
Q1
$387K Sell
2015
Q4
$425K Buy
2015
Q3
$403K Sell
2015
Q2
$434K Buy
2015
Q1
$407K Buy