Naviter Wealth’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,061	Closed	-$796K	–	223
2022 Q4	$796K	Buy	17,061 +2,474	+17%	+$115K	0.22%	106
2022 Q3	$595K	Buy	14,587 +1,657	+13%	+$67.6K	0.24%	105
2022 Q2	$601K	Buy	+12,930	New	+$601K	0.25%	101