Personal Capital Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $234K | Sell |
5,366
-757
| -12% | -$33K | ﹤0.01% | 430 |
|
|
2022
Q3 | $247K | Buy |
6,123
+1,004
| +20% | +$40.5K | ﹤0.01% | 401 |
|
|
2022
Q2 | $236K | Sell |
5,119
-87
| -2% | -$4.01K | ﹤0.01% | 399 |
|
|
2022
Q1 | $277K | Sell |
5,206
-941
| -15% | -$50.1K | ﹤0.01% | 404 |
|
|
2021
Q4 | $345K | Buy |
6,147
+1,005
| +20% | +$56.4K | ﹤0.01% | 410 |
|
|
2021
Q3 | $306K | Buy |
5,142
+48
| +0.9% | +$2.86K | ﹤0.01% | 401 |
|
|
2021
Q2 | $290K | Buy |
5,094
+132
| +3% | +$7.52K | ﹤0.01% | 398 |
|
|
2021
Q1 | $274K | Buy |
4,962
+24
| +0.5% | +$1.33K | ﹤0.01% | 409 |
|
|
2020
Q4 | $230K | Buy |
+4,938
| New | +$230K | ﹤0.01% | 424 |
|
|
2020
Q1 | – | Sell |
-4,442
| Closed | -$263K | – | 404 |
|
|
2019
Q4 | $263K | Buy |
+4,442
| New | +$263K | ﹤0.01% | 349 |
|
|
2019
Q3 | – | Sell |
-3,864
| Closed | -$202K | – | 368 |
|
|
2019
Q2 | $202K | Sell |
3,864
-1,598
| -29% | -$83.5K | ﹤0.01% | 319 |
|
|
2019
Q1 | $263K | Sell |
5,462
-782
| -13% | -$37.7K | ﹤0.01% | 283 |
|
|
2018
Q4 | $285K | Buy |
+6,244
| New | +$285K | ﹤0.01% | 267 |
|