JMAC Enterprises’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-7,189
| Closed | -$259K | – | 185 |
|
2023
Q1 | $259K | Sell |
7,189
-1,678
| -19% | -$60.5K | 0.07% | 155 |
|
2022
Q4 | $387K | Sell |
8,867
-5,772
| -39% | -$252K | 0.11% | 129 |
|
2022
Q3 | $590K | Buy |
14,639
+172
| +1% | +$6.93K | 0.17% | 118 |
|
2022
Q2 | $666K | Buy |
14,467
+423
| +3% | +$19.5K | 0.17% | 110 |
|
2022
Q1 | $746K | Buy |
14,044
+101
| +0.7% | +$5.37K | 0.18% | 102 |
|
2021
Q4 | $831K | Buy |
+13,943
| New | +$831K | 0.2% | 98 |
|