KJWM
Kiley Juergens Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,710
| Closed | -$301K | – | 612 |
|
|
2018
Q3 | $301K | Buy |
5,710
+135
| +2% | +$7.12K | 0.22% | 74 |
|
|
2018
Q2 | $278K | Hold |
5,575
| – | – | 0.25% | 66 |
|
|
2018
Q1 | $281K | Sell |
5,575
-14
| -0.3% | -$706 | 0.3% | 63 |
|
|
2017
Q4 | $299K | Buy |
+5,589
| New | +$299K | 0.27% | 61 |
|