Loveless Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $496K | Buy |
10,770
+215
| +2% | +$9.9K | 0.32% | 86 |
|
|
2022
Q1 | $561K | Buy |
10,555
+35
| +0.3% | +$1.86K | 0.32% | 89 |
|
|
2021
Q4 | $591K | Buy |
10,520
+475
| +5% | +$26.7K | 0.32% | 89 |
|
|
2021
Q3 | $597K | Buy |
10,045
+350
| +4% | +$20.8K | 0.36% | 85 |
|
|
2021
Q2 | $552K | Hold |
9,695
| – | – | 0.34% | 90 |
|
|
2021
Q1 | $536K | Buy |
9,695
+115
| +1% | +$6.36K | 0.35% | 83 |
|
|
2020
Q4 | $446K | Sell |
9,580
-350
| -4% | -$16.3K | 0.33% | 87 |
|
|
2020
Q3 | $356K | Buy |
9,930
+1,185
| +14% | +$42.5K | 0.3% | 85 |
|
|
2020
Q2 | $322K | Buy |
8,745
+555
| +7% | +$20.4K | 0.3% | 83 |
|
|
2020
Q1 | $282K | Buy |
8,190
+875
| +12% | +$30.1K | 0.33% | 76 |
|
|
2019
Q4 | $428K | Buy |
+7,315
| New | +$428K | 0.37% | 76 |
|