KLR Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $396K | Sell |
9,640
-535
| -5% | -$22K | 0.29% | 99 |
|
|
2023
Q4 | $445K | Buy |
10,175
+495
| +5% | +$21.7K | 0.32% | 84 |
|
|
2023
Q3 | $354K | Sell |
9,680
-562
| -5% | -$20.5K | 0.32% | 101 |
|
|
2023
Q2 | $343K | Buy |
10,242
+7
| +0.1% | +$235 | 0.28% | 120 |
|
|
2023
Q1 | $374K | Buy |
10,235
+2,099
| +26% | +$76.7K | 0.33% | 99 |
|
|
2022
Q4 | $359K | Buy |
+8,136
| New | +$359K | 0.3% | 105 |
|