OAM
Optimal Asset Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.61M | Buy |
43,985
+35
| +0.1% | +$2.08K | 0.33% | 105 |
|
|
2021
Q2 | $2.5M | Buy |
43,950
+1
| +0% | +$57 | 0.3% | 126 |
|
|
2021
Q1 | $2.43M | Buy |
43,949
+9,691
| +28% | +$536K | 0.32% | 121 |
|
|
2020
Q4 | $1.6M | Hold |
34,258
| – | – | 0.23% | 154 |
|
|
2020
Q3 | $1.23M | Buy |
34,258
+6,688
| +24% | +$240K | 0.18% | 186 |
|
|
2020
Q2 | $1.02M | Sell |
27,570
-8,971
| -25% | -$330K | 0.16% | 208 |
|
|
2020
Q1 | $1.26K | Buy |
36,541
+19,572
| +115% | +$674 | 0.12% | 257 |
|
|
2019
Q4 | $1.01M | Buy |
+16,969
| New | +$1.01M | 0.15% | 238 |
|