Lau Associates’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $415K | Hold |
7,000
| – | – | 0.21% | 73 |
|
|
2019
Q3 | $387K | Sell |
7,000
-1,000
| -13% | -$55.3K | 0.2% | 72 |
|
|
2019
Q2 | $419K | Hold |
8,000
| – | – | 0.2% | 70 |
|
|
2019
Q1 | $386K | Hold |
8,000
| – | – | 0.2% | 68 |
|
|
2018
Q4 | $366K | Buy |
8,000
+2,000
| +33% | +$91.5K | 0.2% | 71 |
|
|
2018
Q3 | $317K | Buy |
+6,000
| New | +$317K | 0.18% | 77 |
|