Proficio Capital Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-3,578
| Closed | -$187K | – | 1466 |
|
2019
Q2 | $187K | Buy |
3,578
+1,267
| +55% | +$66.2K | 0.06% | 132 |
|
2019
Q1 | $111K | Buy |
2,311
+333
| +17% | +$16K | 0.04% | 185 |
|
2018
Q4 | $90K | Buy |
1,978
+1,260
| +175% | +$57.3K | 0.04% | 183 |
|
2018
Q3 | $38K | Sell |
718
-88
| -11% | -$4.66K | 0.01% | 414 |
|
2018
Q2 | $40K | Buy |
806
+127
| +19% | +$6.3K | 0.02% | 413 |
|
2018
Q1 | $34K | Sell |
679
-1,546
| -69% | -$77.4K | 0.01% | 449 |
|
2017
Q4 | $119K | Buy |
2,225
+49
| +2% | +$2.62K | 0.04% | 184 |
|
2017
Q3 | $117K | Buy |
2,176
+1,582
| +266% | +$85.1K | 0.05% | 221 |
|
2017
Q2 | $31K | Buy |
594
+11
| +2% | +$574 | 0.01% | 494 |
|
2017
Q1 | $30K | Buy |
583
+189
| +48% | +$9.73K | 0.01% | 511 |
|
2016
Q4 | $20K | Buy |
394
+54
| +16% | +$2.74K | 0.01% | 446 |
|
2016
Q3 | $15K | Buy |
340
+17
| +5% | +$750 | 0.01% | 499 |
|
2016
Q2 | $14K | Sell |
323
-116
| -26% | -$5.03K | 0.01% | 499 |
|
2016
Q1 | $18K | Buy |
439
+219
| +100% | +$8.98K | 0.02% | 341 |
|
2015
Q4 | $9K | Buy |
+220
| New | +$9K | 0.01% | 295 |
|