Lipe & Dalton’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 | – | Sell |
-3,275
| Closed | -$184K | – | 114 |
|
|
2021
Q4 | $184K | Hold |
3,275
| – | – | 0.09% | 80 |
|
|
2021
Q3 | $195K | Hold |
3,275
| – | – | 0.1% | 76 |
|
|
2021
Q2 | $187K | Buy |
+3,275
| New | +$187K | 0.1% | 78 |
|
|
2020
Q1 | – | Sell |
-3,275
| Closed | -$194K | – | 105 |
|
|
2019
Q4 | $194K | Buy |
+3,275
| New | +$194K | 0.13% | 71 |
|