LWM
LBA Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $62K | Hold |
1,200
| – | – | 0.03% | 183 |
|
|
2016
Q4 | $62K | Hold |
1,200
| – | – | 0.03% | 176 |
|
|
2016
Q3 | $51K | Sell |
1,200
-50
| -4% | -$2.13K | 0.03% | 201 |
|
|
2016
Q2 | $50K | Buy |
1,250
+50
| +4% | +$2K | 0.03% | 195 |
|
|
2016
Q1 | $49K | Hold |
1,200
| – | – | 0.03% | 194 |
|
|
2015
Q4 | $51K | Buy |
+1,200
| New | +$51K | 0.03% | 203 |
|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$52K | – | 374 |
|
|
2015
Q2 | $52K | Hold |
1,200
| – | – | 0.03% | 162 |
|
|
2015
Q1 | $52K | Hold |
1,200
| – | – | 0.03% | 168 |
|
|
2014
Q4 | $54K | Sell |
1,200
-147
| -11% | -$6.62K | 0.04% | 162 |
|
|
2014
Q3 | $56K | Buy |
1,347
+147
| +12% | +$6.11K | 0.04% | 164 |
|
|
2014
Q2 | $52K | Hold |
1,200
| – | – | 0.04% | 162 |
|
|
2014
Q1 | $51K | Hold |
1,200
| – | – | 0.04% | 156 |
|
|
2013
Q4 | $48K | Buy |
+1,200
| New | +$48K | 0.04% | 156 |
|