Partnervest Advisory Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-376
| Closed | -$16K | – | 748 |
|
|
2014
Q2 | $16K | Sell |
376
-1,050
| -74% | -$44.7K | 0.01% | 592 |
|
|
2014
Q1 | $61K | Hold |
1,426
| – | – | 0.03% | 301 |
|
|
2013
Q4 | $58K | Sell |
1,426
-25
| -2% | -$1.02K | 0.03% | 292 |
|
|
2013
Q3 | $53K | Hold |
1,451
| – | – | 0.03% | 284 |
|
|
2013
Q2 | $52K | Buy |
+1,451
| New | +$52K | 0.02% | 231 |
|