MCIA
Mountain Capital Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39,934
| Closed | -$1.57M | – | 70 |
|
|
2023
Q2 | $1.57M | Sell |
39,934
-12,324
| -24% | -$484K | 0.59% | 30 |
|
|
2023
Q1 | $1.85M | Buy |
52,258
+4,897
| +10% | +$173K | 0.81% | 39 |
|
|
2022
Q4 | $2.21M | Buy |
47,361
+9,067
| +24% | +$423K | 1% | 33 |
|
|
2022
Q3 | $1.58M | Buy |
38,294
+3,162
| +9% | +$130K | 0.83% | 39 |
|
|
2022
Q2 | $1.64M | Sell |
35,132
-410
| -1% | -$19.2K | 0.82% | 37 |
|
|
2022
Q1 | $1.84M | Buy |
35,542
+2,845
| +9% | +$147K | 0.87% | 32 |
|
|
2021
Q4 | $2.03M | Buy |
32,697
+5,683
| +21% | +$353K | 0.92% | 23 |
|
|
2021
Q3 | $1.68M | Sell |
27,014
-1,270
| -4% | -$79.2K | 0.89% | 23 |
|
|
2021
Q2 | $1.56M | Sell |
28,284
-2,709
| -9% | -$149K | 0.72% | 27 |
|
|
2021
Q1 | $1.76M | Buy |
30,993
+6,072
| +24% | +$344K | 0.88% | 27 |
|
|
2020
Q4 | $1.23M | Sell |
24,921
-6,750
| -21% | -$333K | 0.74% | 34 |
|
|
2020
Q3 | $1.26M | Buy |
+31,671
| New | +$1.26M | 0.81% | 42 |
|
|
2017
Q4 | – | Sell |
-390
| Closed | -$21K | – | 405 |
|
|
2017
Q3 | $21K | Sell |
390
-45
| -10% | -$2.42K | 0.02% | 180 |
|
|
2017
Q2 | $23K | Buy |
+435
| New | +$23K | 0.02% | 195 |
|