Lehman & Derafelo Financial Resources’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,860	Closed	-$229K	–	211
2019 Q4	$229K	Buy	3,860 +6	+0.2%	+$356	0.08%	90
2019 Q3	$213K	Hold	3,854	–	–	0.08%	91
2019 Q2	$207K	Sell	3,854 -300	-7%	-$16.1K	0.08%	95
2019 Q1	$200K	Buy	+4,154	New	+$200K	0.09%	93