Parisi Gray Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,463
| Closed | -$643K | – | 122 |
|
|
2020
Q2 | $643K | Sell |
17,463
-1,281
| -7% | -$47.2K | 0.37% | 54 |
|
|
2020
Q1 | $646K | Buy |
18,744
+685
| +4% | +$23.6K | 0.46% | 50 |
|
|
2019
Q4 | $1.07M | Buy |
18,059
+177
| +1% | +$10.5K | 0.61% | 41 |
|
|
2019
Q3 | $990K | Buy |
17,882
+271
| +2% | +$15K | 0.66% | 41 |
|
|
2019
Q2 | $923K | Buy |
17,611
+110
| +0.6% | +$5.77K | 0.63% | 42 |
|
|
2019
Q1 | $843K | Buy |
17,501
+6
| +0% | +$289 | 0.54% | 43 |
|
|
2018
Q4 | $791K | Sell |
17,495
-62
| -0.4% | -$2.8K | 0.54% | 44 |
|
|
2018
Q3 | $929K | Buy |
17,557
+920
| +6% | +$48.7K | 0.57% | 46 |
|
|
2018
Q2 | $835K | Buy |
16,637
+686
| +4% | +$34.4K | 0.56% | 47 |
|
|
2018
Q1 | $802K | Buy |
15,951
+1
| +0% | +$50 | 0.61% | 40 |
|
|
2017
Q4 | $862K | Buy |
+15,950
| New | +$862K | 0.64% | 41 |
|