Jackson Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-24,516
| Closed | -$1.01M | – | 112 |
|
|
2015
Q3 | $1.01M | Sell |
24,516
-4,406
| -15% | -$181K | 0.36% | 71 |
|
|
2015
Q2 | $1.26M | Sell |
28,922
-10,236
| -26% | -$445K | 0.43% | 69 |
|
|
2015
Q1 | $1.71M | Sell |
39,158
-3,291
| -8% | -$144K | 0.55% | 62 |
|
|
2014
Q4 | $1.91M | Buy |
+42,449
| New | +$1.91M | 0.62% | 47 |
|