Meitav Investment House’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,142
| Closed | -$879K | – | 349 |
|
|
2023
Q4 | $879K | Sell |
20,142
-2,133
| -10% | -$93.1K | 0.01% | 214 |
|
|
2023
Q3 | $723K | Buy |
22,275
+7,732
| +53% | +$251K | 0.01% | 230 |
|
|
2023
Q2 | $476K | Buy |
+14,543
| New | +$476K | 0.01% | 280 |
|
|
2020
Q3 | – | Sell |
-7,000
| Closed | -$258K | – | 434 |
|
|
2020
Q2 | $258K | Buy |
+7,000
| New | +$258K | 0.02% | 333 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$474K | – | 450 |
|
|
2019
Q4 | $474K | Sell |
8,000
-4,400
| -35% | -$261K | 0.03% | 241 |
|
|
2019
Q3 | $691K | Sell |
12,400
-1,000
| -7% | -$55.7K | 0.05% | 202 |
|
|
2019
Q2 | $697K | Hold |
13,400
| – | – | 0.05% | 194 |
|
|
2019
Q1 | $644K | Sell |
13,400
-4,864
| -27% | -$234K | 0.04% | 213 |
|
|
2018
Q4 | $835K | Hold |
18,264
| – | – | 0.05% | 167 |
|
|
2018
Q3 | $967K | Sell |
18,264
-1,600
| -8% | -$84.7K | 0.05% | 213 |
|
|
2018
Q2 | $986K | Sell |
19,864
-3,611
| -15% | -$179K | 0.04% | 208 |
|
|
2018
Q1 | $1.19M | Buy |
23,475
+19,475
| +487% | +$983K | 0.06% | 137 |
|
|
2017
Q4 | $216K | Buy |
+4,000
| New | +$216K | 0.01% | 189 |
|