MAM
McCarthy Asset Management’s US Bancorp USB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-167
| Closed | -$9K | – | 271 |
|
2022
Q1 | $9K | Hold |
167
| – | – | 0.01% | 177 |
|
2021
Q4 | $9K | Hold |
167
| – | – | 0.01% | 175 |
|
2021
Q3 | $10K | Hold |
167
| – | – | 0.01% | 171 |
|
2021
Q2 | $10K | Sell |
167
-164
| -50% | -$9.82K | 0.01% | 202 |
|
2021
Q1 | $18K | Hold |
331
| – | – | 0.01% | 158 |
|
2020
Q4 | $15K | Buy |
+331
| New | +$15K | 0.01% | 158 |
|