PRWA
Platte River Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.09M | Hold |
45,610
| – | – | 0.56% | 33 |
|
|
2024
Q2 | $1.81M | Hold |
45,610
| – | – | 0.51% | 38 |
|
|
2024
Q1 | $2.04M | Sell |
45,610
-36
| -0.1% | -$1.61K | 0.58% | 34 |
|
|
2023
Q4 | $1.98M | Buy |
45,646
+74
| +0.2% | +$3.2K | 0.65% | 32 |
|
|
2023
Q3 | $1.51M | Hold |
45,572
| – | – | 0.55% | 34 |
|
|
2023
Q2 | $1.51M | Hold |
45,572
| – | – | 0.53% | 35 |
|
|
2023
Q1 | $1.64M | Hold |
45,572
| – | – | 0.63% | 34 |
|
|
2022
Q4 | $1.99M | Hold |
45,572
| – | – | 0.84% | 30 |
|
|
2022
Q3 | $1.84M | Hold |
45,572
| – | – | 0.82% | 30 |
|
|
2022
Q2 | $2.1M | Hold |
45,572
| – | – | 0.91% | 28 |
|
|
2022
Q1 | $2.42M | Hold |
45,572
| – | – | 0.88% | 26 |
|
|
2021
Q4 | $2.83M | Hold |
45,572
| – | – | 0.97% | 26 |
|
|
2021
Q3 | $2.71M | Hold |
45,572
| – | – | 1% | 26 |
|
|
2021
Q2 | $2.6M | Hold |
45,572
| – | – | 0.99% | 26 |
|
|
2021
Q1 | $2.59M | Hold |
45,572
| – | – | 1.06% | 25 |
|
|
2020
Q4 | $2.08M | Sell |
45,572
-1,498
| -3% | -$68.4K | 0.9% | 27 |
|
|
2020
Q3 | $1.69M | Buy |
47,070
+1
| +0% | +$36 | 0.87% | 27 |
|
|
2020
Q2 | $1.73M | Buy |
+47,069
| New | +$1.73M | 0.96% | 29 |
|
|
2019
Q4 | $2.51M | Buy |
+47,069
| New | +$2.51M | 1.32% | 21 |
|