Legacy Wealth Management (Mississippi)’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,860	Closed	-$253K	–	102
2020 Q2	$253K	Sell	6,860 -501	-7%	-$18.4K	0.19%	93
2020 Q1	$254K	Sell	7,361 -3,760	-34%	-$130K	0.24%	86
2019 Q4	$659K	Buy	+11,121	New	+$659K	0.57%	52