KA
Kaizen Advisory’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $192K | Buy |
4,206
+415
| +11% | +$18.9K | 0.13% | 162 |
|
|
2018
Q3 | $200K | Hold |
3,791
| – | – | 0.1% | 163 |
|
|
2018
Q2 | $190K | Buy |
3,791
+2,255
| +147% | +$113K | 0.1% | 163 |
|
|
2018
Q1 | $78K | Hold |
1,536
| – | – | 0.08% | 149 |
|
|
2017
Q4 | $82K | Buy |
+1,536
| New | +$82K | 0.05% | 150 |
|