Mariner Wealth Advisors (Cincinnati)’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.49M | Sell |
28,242
-221
| -0.8% | -$11.7K | 0.08% | 121 |
|
|
2018
Q2 | $1.42M | Sell |
28,463
-279
| -1% | -$14K | 0.08% | 115 |
|
|
2018
Q1 | $1.45M | Sell |
28,742
-3,136
| -10% | -$158K | 0.09% | 114 |
|
|
2017
Q4 | $1.71M | Buy |
31,878
+1,025
| +3% | +$54.9K | 0.1% | 99 |
|
|
2017
Q3 | $1.65M | Buy |
30,853
+1,096
| +4% | +$58.7K | 0.11% | 101 |
|
|
2017
Q2 | $1.55M | Buy |
29,757
+2,095
| +8% | +$109K | 0.11% | 103 |
|
|
2017
Q1 | $1.43M | Sell |
27,662
-143
| -0.5% | -$7.37K | 0.1% | 108 |
|
|
2016
Q4 | $1.43M | Sell |
27,805
-1,372
| -5% | -$70.5K | 0.11% | 104 |
|
|
2016
Q3 | $1.25M | Buy |
29,177
+1,803
| +7% | +$77.3K | 0.11% | 109 |
|
|
2016
Q2 | $1.1M | Buy |
27,374
+811
| +3% | +$32.7K | 0.1% | 116 |
|
|
2016
Q1 | $1.08M | Sell |
26,563
-687
| -3% | -$27.9K | 0.11% | 105 |
|
|
2015
Q4 | $1.16M | Buy |
+27,250
| New | +$1.16M | 0.11% | 95 |
|
|
2015
Q1 | $1M | Sell |
22,899
-405
| -2% | -$17.7K | 0.14% | 77 |
|
|
2014
Q4 | $1.05M | Buy |
23,304
+7,804
| +50% | +$351K | 0.15% | 75 |
|
|
2014
Q3 | $648K | Buy |
15,500
+569
| +4% | +$23.8K | 0.1% | 80 |
|
|
2014
Q2 | $647K | Buy |
14,931
+240
| +2% | +$10.4K | 0.1% | 79 |
|
|
2014
Q1 | $630K | Buy |
14,691
+570
| +4% | +$24.4K | 0.1% | 78 |
|
|
2013
Q4 | $570K | Buy |
14,121
+200
| +1% | +$8.07K | 0.09% | 86 |
|
|
2013
Q3 | $509K | Buy |
13,921
+300
| +2% | +$11K | 0.09% | 81 |
|
|
2013
Q2 | $492K | Buy |
+13,621
| New | +$492K | 0.1% | 79 |
|