Lourd Capital’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-143,748
| Closed | -$6.57M | – | 283 |
|
|
2018
Q4 | $6.57M | Sell |
143,748
-192
| -0.1% | -$8.77K | 0.51% | 13 |
|
|
2018
Q3 | $7.6M | Sell |
143,940
-114
| -0.1% | -$6.02K | 0.49% | 12 |
|
|
2018
Q2 | $7.21M | Buy |
144,054
+274
| +0.2% | +$13.7K | 1.01% | 11 |
|
|
2018
Q1 | $7.26M | Buy |
143,780
+22
| +0% | +$1.11K | 0.98% | 12 |
|
|
2017
Q4 | $7.7M | Buy |
+143,758
| New | +$7.7M | 0.5% | 12 |
|