Moisand Fitzgerald Tamayo’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-147
| Closed | -$4.86K | – | 824 |
|
|
2023
Q2 | $4.86K | Hold |
147
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $5.3K | Hold |
147
| – | – | ﹤0.01% | 410 |
|
|
2022
Q4 | $6.41K | Hold |
147
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 349 |
|
|
2020
Q2 | – | Sell |
-49
| Closed | -$2K | – | 337 |
|
|
2020
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 234 |
|
|
2019
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 244 |
|
|
2019
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 242 |
|
|
2019
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 243 |
|
|
2019
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 261 |
|
|
2018
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 254 |
|
|
2018
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 263 |
|
|
2018
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 265 |
|
|
2018
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 301 |
|
|
2017
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 242 |
|
|
2017
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 265 |
|
|
2016
Q2 | – | Sell |
-193
| Closed | -$8K | – | 188 |
|
|
2016
Q1 | $8K | Hold |
193
| – | – | 0.01% | 164 |
|
|
2015
Q4 | $8K | Buy |
+193
| New | +$8K | 0.01% | 156 |
|