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MYCIO Wealth Partners’s US Bancorp USB Stock Holding History

MYCIO Wealth Partners’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,057
Closed -$221K – 51
2022
Q4 		$221K Hold
5,057
– – 0.07% 40
2022
Q3 		$204K Hold
5,057
– – 0.08% 35
2022
Q2 		$233K Buy
5,057
+645
+15% +$32.2K 0.09% 34
2022
Q1 		$234K Hold
4,412
– – 0.07% 40
2021
Q4 		$248K Hold
4,412
– – 0.08% 37
2021
Q3 		$262K Hold
4,412
– – 0.1% 34
2021
Q2 		$251K Hold
4,412
– – 0.1% 34
2021
Q1 		$244K Buy
+4,412
New +$220K 0.11% 31
2017
Q2 		– Sell
-5,003
Closed -$258K – 258
2017
Q1 		$258K Buy
+5,003
New +$267K 0.03% 191
2016
Q4 		– Sell
-3,045
Closed -$131K – 641
2016
Q3 		$131K Sell
3,045
-90
-3% -$3.82K 0.02% 221
2016
Q2 		$126K Buy
3,135
+835
+36% +$34.8K 0.02% 230
2016
Q1 		$93K Buy
+2,300
New +$91.8K 0.02% 250
2015
Q3 		– Sell
-244
Closed -$11K – 955
2015
Q2 		$11K Buy
+244
New +$10.7K ﹤0.01% 514
2014
Q2 		– Sell
-1
Closed – – 657
2014
Q1 		$0 Hold
1
– – ﹤0.01% 651
2013
Q4 		$0 Sell
1
-203
-100% -$7.79K ﹤0.01% 602
2013
Q3 		$7K Buy
204
+1
+0.5% +$37 ﹤0.01% 436
2013
Q2 		$7K Buy
+203
New +$6.96K ﹤0.01% 451

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