JOYN Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $242K | Sell |
7,017
-315
| -4% | -$10.9K | 0.08% | 84 |
|
|
2019
Q4 | $435K | Buy |
7,332
+16
| +0.2% | +$949 | 0.09% | 56 |
|
|
2019
Q3 | $405K | Buy |
7,316
+261
| +4% | +$14.4K | 0.09% | 60 |
|
|
2019
Q2 | $374K | Buy |
7,055
+70
| +1% | +$3.71K | 0.08% | 72 |
|
|
2019
Q1 | $337K | Buy |
6,985
+3
| +0% | +$145 | 0.08% | 63 |
|
|
2018
Q4 | $319K | Sell |
6,982
-1,569
| -18% | -$71.7K | 0.07% | 71 |
|
|
2018
Q3 | $452K | Buy |
8,551
+273
| +3% | +$14.4K | 0.08% | 59 |
|
|
2018
Q2 | $414K | Buy |
8,278
+1,893
| +30% | +$94.7K | 0.09% | 65 |
|
|
2018
Q1 | $322K | Buy |
6,385
+29
| +0.5% | +$1.46K | 0.07% | 92 |
|
|
2017
Q4 | $341K | Buy |
+6,356
| New | +$341K | 0.07% | 115 |
|