MWPCG
Measured Wealth Private Client Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,517
| Closed | -$209K | – | 167 |
|
|
2021
Q3 | $209K | Sell |
3,517
-33
| -0.9% | -$1.96K | 0.08% | 153 |
|
|
2021
Q2 | $202K | Buy |
+3,550
| New | +$202K | 0.06% | 168 |
|
|
2019
Q3 | – | Sell |
-4,750
| Closed | -$249K | – | 201 |
|
|
2019
Q2 | $249K | Sell |
4,750
-110
| -2% | -$5.77K | 0.14% | 153 |
|
|
2019
Q1 | $234K | Buy |
+4,860
| New | +$234K | 0.14% | 156 |
|