NWWA
New Wave Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
5,615
+707
| +14% | +$32K | 0.11% | 110 |
|
|
2025
Q1 | $207K | Sell |
4,908
-1,186
| -19% | -$50.1K | 0.09% | 127 |
|
|
2024
Q4 | $291K | Sell |
6,094
-1,173
| -16% | -$56.1K | 0.12% | 107 |
|
|
2024
Q3 | $332K | Sell |
7,267
-351
| -5% | -$16.1K | 0.15% | 100 |
|
|
2024
Q2 | $302K | Buy |
+7,618
| New | +$302K | 0.16% | 98 |
|