Mariner Independent Advisor Network’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $903K | Buy |
22,406
+125
| +0.6% | +$5.04K | 0.04% | 392 |
|
|
2022
Q2 | $1.04M | Buy |
22,281
+12
| +0.1% | +$558 | 0.04% | 361 |
|
|
2022
Q1 | $1.18M | Buy |
+22,269
| New | +$1.18M | 0.05% | 340 |
|
|
2021
Q4 | – | Sell |
-12,906
| Closed | -$767K | – | 508 |
|
|
2021
Q3 | $767K | Buy |
12,906
+381
| +3% | +$22.6K | 0.04% | 359 |
|
|
2021
Q2 | $714K | Sell |
12,525
-1,579
| -11% | -$90K | 0.03% | 386 |
|
|
2021
Q1 | $780K | Sell |
14,104
-625
| -4% | -$34.6K | 0.04% | 330 |
|
|
2020
Q4 | $686K | Buy |
14,729
+1,713
| +13% | +$79.8K | 0.04% | 326 |
|
|
2020
Q3 | $467K | Sell |
13,016
-1,460
| -10% | -$52.4K | 0.04% | 268 |
|
|
2020
Q2 | $520K | Sell |
14,476
-3,592
| -20% | -$129K | 0.05% | 259 |
|
|
2020
Q1 | $578K | Buy |
18,068
+94
| +0.5% | +$3.01K | 0.05% | 265 |
|
|
2019
Q4 | $1.07M | Buy |
17,974
+998
| +6% | +$59.2K | 0.08% | 242 |
|
|
2019
Q3 | $913K | Buy |
16,976
+494
| +3% | +$26.6K | 0.07% | 253 |
|
|
2019
Q2 | $871K | Buy |
16,482
+3,536
| +27% | +$187K | 0.07% | 250 |
|
|
2019
Q1 | $632K | Sell |
12,946
-101
| -0.8% | -$4.93K | 0.05% | 279 |
|
|
2018
Q4 | $616K | Sell |
13,047
-394
| -3% | -$18.6K | 0.05% | 275 |
|
|
2018
Q3 | $709K | Sell |
13,441
-4,150
| -24% | -$219K | 0.09% | 166 |
|
|
2018
Q2 | $879K | Sell |
17,591
-10,783
| -38% | -$539K | 0.16% | 95 |
|
|
2018
Q1 | $1.43M | Buy |
28,374
+18,317
| +182% | +$924K | 0.09% | 182 |
|
|
2017
Q4 | $539K | Buy |
+10,057
| New | +$539K | 0.06% | 233 |
|
|
2017
Q2 | – | Sell |
-51,724
| Closed | -$2.66M | – | 331 |
|
|
2017
Q1 | $2.66M | Buy |
+51,724
| New | +$2.66M | 0.32% | 50 |
|
|
2016
Q4 | – | Sell |
-19,412
| Closed | -$833K | – | 203 |
|
|
2016
Q3 | $833K | Buy |
+19,412
| New | +$833K | 0.12% | 115 |
|