Mason Investment Advisory Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,581
| Closed | -$709K | – | 86 |
|
|
2020
Q1 | $709K | Hold |
20,581
| – | – | 0.12% | 47 |
|
|
2019
Q4 | $1.22M | Sell |
20,581
-2,121
| -9% | -$126K | 0.18% | 42 |
|
|
2019
Q3 | $1.26M | Hold |
22,702
| – | – | 0.2% | 33 |
|
|
2019
Q2 | $1.19M | Hold |
22,702
| – | – | 0.2% | 34 |
|
|
2019
Q1 | $1.09M | Buy |
+22,702
| New | +$1.09M | 0.3% | 33 |
|