LWMG LLC’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $394K | Buy |
8,606
+10
| +0.1% | +$457 | 0.07% | 69 |
|
|
2024
Q2 | $341K | Buy |
8,596
+10
| +0.1% | +$397 | 0.07% | 70 |
|
|
2024
Q1 | $384K | Buy |
8,586
+9
| +0.1% | +$402 | 0.09% | 64 |
|
|
2023
Q4 | $371K | Buy |
8,577
+74
| +0.9% | +$3.2K | 0.09% | 64 |
|
|
2023
Q3 | $281K | Buy |
8,503
+28
| +0.3% | +$926 | 0.08% | 76 |
|
|
2023
Q2 | $280K | Sell |
8,475
-6,172
| -42% | -$204K | 0.08% | 74 |
|
|
2023
Q1 | $528K | Buy |
14,647
+120
| +0.8% | +$4.33K | 0.17% | 46 |
|
|
2022
Q4 | $634K | Buy |
+14,527
| New | +$634K | 0.23% | 48 |
|