Lauer Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,125
| Closed | -$249K | – | 45 |
|
|
2024
Q3 | $249K | Sell |
5,125
-650
| -11% | -$31.5K | 0.19% | 32 |
|
|
2024
Q2 | $242K | Sell |
5,775
-4,162
| -42% | -$175K | 0.19% | 37 |
|
|
2024
Q1 | $417K | Sell |
9,937
-79
| -0.8% | -$3.31K | 0.36% | 29 |
|
|
2023
Q4 | $418K | Buy |
10,016
+751
| +8% | +$31.4K | 0.39% | 28 |
|
|
2023
Q3 | $302K | Sell |
9,265
-674
| -7% | -$22K | 0.33% | 30 |
|
|
2023
Q2 | $386K | Sell |
9,939
-281
| -3% | -$10.9K | 0.4% | 32 |
|
|
2023
Q1 | $343K | Buy |
+10,220
| New | +$343K | 0.43% | 33 |
|