Nadler Financial Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,794
| Closed | -$213K | – | 139 |
|
|
2021
Q4 | $213K | Hold |
3,794
| – | – | 0.03% | 124 |
|
|
2021
Q3 | $226K | Hold |
3,794
| – | – | 0.04% | 113 |
|
|
2021
Q2 | $216K | Hold |
3,794
| – | – | 0.04% | 124 |
|
|
2021
Q1 | $210K | Buy |
+3,794
| New | +$210K | 0.04% | 121 |
|
|
2020
Q1 | – | Sell |
-3,794
| Closed | -$225K | – | 105 |
|
|
2019
Q4 | $225K | Hold |
3,794
| – | – | 0.06% | 89 |
|
|
2019
Q3 | $210K | Buy |
+3,794
| New | +$210K | 0.06% | 80 |
|
|
2018
Q4 | – | Sell |
-3,794
| Closed | -$200K | – | 88 |
|
|
2018
Q3 | $200K | Sell |
3,794
-250
| -6% | -$13.2K | 0.05% | 85 |
|
|
2018
Q2 | $202K | Buy |
+4,044
| New | +$202K | 0.06% | 81 |
|
|
2018
Q1 | – | Sell |
-4,044
| Closed | -$217K | – | 88 |
|
|
2017
Q4 | $217K | Hold |
4,044
| – | – | 0.07% | 81 |
|
|
2017
Q3 | $217K | Buy |
+4,044
| New | +$217K | 0.07% | 72 |
|
|
2013
Q3 | – | Sell |
-7,850
| Closed | -$284K | – | 87 |
|
|
2013
Q2 | $284K | Buy |
+7,850
| New | +$284K | 0.2% | 63 |
|