PS
Planned Solutions’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-300
| Closed | -$13.7K | – | 601 |
|
|
2024
Q3 | $13.7K | Buy |
+300
| New | +$13.7K | 0.01% | 417 |
|
|
2024
Q1 | – | Sell |
-633
| Closed | -$27.4K | – | 524 |
|
|
2023
Q4 | $27.4K | Buy |
+633
| New | +$27.4K | 0.01% | 347 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$14K | – | 385 |
|
|
2020
Q4 | $14K | Hold |
300
| – | – | 0.01% | 311 |
|
|
2020
Q3 | $11K | Buy |
+300
| New | +$11K | 0.01% | 254 |
|