Mittelman Wealth Management’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18,765	Closed	-$745K	–	67
2024 Q2	$745K	Hold	18,765	–	–	0.48%	42
2024 Q1	$839K	Buy	+18,765	New	+$839K	0.57%	40