Physicians Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,667
| Closed | -$218K | – | 117 |
|
|
2021
Q3 | $218K | Hold |
3,667
| – | – | 0.09% | 112 |
|
|
2021
Q2 | $209K | Hold |
3,667
| – | – | 0.09% | 108 |
|
|
2021
Q1 | $203K | Buy |
+3,667
| New | +$203K | 0.09% | 113 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$237K | – | 116 |
|
|
2019
Q4 | $237K | Buy |
4,000
+200
| +5% | +$11.9K | 0.13% | 111 |
|
|
2019
Q3 | $210K | Buy |
+3,800
| New | +$210K | 0.12% | 115 |
|