New York Life Trust’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $9K | Sell |
177
-589
| -77% | -$29.9K | 0.44% | 74 |
|
|
2016
Q4 | $39K | Buy |
+766
| New | +$39K | 0.19% | 150 |
|
|
2015
Q2 | – | Sell |
-1,691
| Closed | -$74K | – | 243 |
|
|
2015
Q1 | $74K | Buy |
+1,691
| New | +$74K | 0.29% | 121 |
|
|
2014
Q2 | – | Sell |
-49
| Closed | -$2K | – | 225 |
|
|
2014
Q1 | $2K | Buy |
+49
| New | +$2K | 0.01% | 194 |
|
|
2013
Q4 | – | Sell |
-67
| Closed | -$2K | – | 222 |
|
|
2013
Q3 | $2K | Buy |
67
+7
| +12% | +$209 | 0.01% | 189 |
|
|
2013
Q2 | $2K | Buy |
+60
| New | +$2K | 0.01% | 199 |
|