JRWL
Joseph R. Weiss LLC’s US Bancorp USB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Hold |
0
| – | – | – | 5 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 8 |
|
2018
Q4 | – | Sell |
-55,000
| Closed | -$2.91M | – | 7 |
|
2018
Q3 | $2.91M | Hold |
55,000
| – | – | 2.11% | 3 |
|
2018
Q2 | $2.75M | Hold |
55,000
| – | – | 2.75% | 5 |
|
2018
Q1 | $2.78M | Buy |
+55,000
| New | +$2.78M | 2.12% | 7 |
|