Lenox Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $36K | Buy |
694
+69
| +11% | +$3.58K | ﹤0.01% | 284 |
|
|
2021
Q4 | $35K | Hold |
625
| – | – | ﹤0.01% | 314 |
|
|
2021
Q3 | $37K | Buy |
625
+16
| +3% | +$947 | ﹤0.01% | 278 |
|
|
2021
Q2 | $35K | Sell |
609
-400
| -40% | -$23K | ﹤0.01% | 286 |
|
|
2021
Q1 | $56K | Sell |
1,009
-399
| -28% | -$22.1K | 0.01% | 178 |
|
|
2020
Q4 | $66K | Buy |
1,408
+722
| +105% | +$33.8K | 0.01% | 157 |
|
|
2020
Q3 | $25K | Buy |
686
+87
| +15% | +$3.17K | ﹤0.01% | 254 |
|
|
2020
Q2 | $22K | Hold |
599
| – | – | ﹤0.01% | 276 |
|
|
2020
Q1 | $21K | Sell |
599
-13
| -2% | -$456 | ﹤0.01% | 255 |
|
|
2019
Q4 | $36K | Buy |
612
+13
| +2% | +$765 | 0.01% | 228 |
|
|
2019
Q3 | $33K | Buy |
+599
| New | +$33K | 0.01% | 205 |
|
|
2019
Q2 | – | Sell |
-79
| Closed | -$4K | – | 577 |
|
|
2019
Q1 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 418 |
|
|
2017
Q4 | – | Sell |
-8
| Closed | – | – | 458 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 286 |
|
|
2016
Q2 | – | Sell |
-39
| Closed | -$2K | – | 257 |
|
|
2016
Q1 | $2K | Sell |
39
-203
| -84% | -$10.4K | ﹤0.01% | 229 |
|
|
2015
Q4 | $10K | Buy |
242
+157
| +185% | +$6.49K | ﹤0.01% | 181 |
|
|
2015
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 320 |
|
|
2015
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 235 |
|
|
2015
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 264 |
|
|
2014
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 269 |
|
|
2014
Q1 | – | Sell |
-55
| Closed | -$2K | – | 328 |
|
|
2013
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 325 |
|