RBA Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,047
| Closed | -$268K | – | 103 |
|
|
2022
Q1 | $268K | Sell |
5,047
-59,477
| -92% | -$3.16M | 0.13% | 87 |
|
|
2021
Q4 | $3.62M | Buy |
+64,524
| New | +$3.62M | 1.71% | 27 |
|
|
2021
Q1 | – | Sell |
-58,753
| Closed | -$2.74M | – | 265 |
|
|
2020
Q4 | $2.74M | Buy |
58,753
+550
| +0.9% | +$25.6K | 1.65% | 23 |
|
|
2020
Q3 | $2.09M | Buy |
58,203
+1,727
| +3% | +$61.9K | 1.41% | 26 |
|
|
2020
Q2 | $2.08M | Buy |
56,476
+43,621
| +339% | +$1.61M | 1.51% | 25 |
|
|
2020
Q1 | $443K | Buy |
12,855
+4,557
| +55% | +$157K | 0.38% | 73 |
|
|
2019
Q4 | $491K | Buy |
8,298
+1,784
| +27% | +$106K | 0.33% | 66 |
|
|
2019
Q3 | $360K | Buy |
+6,514
| New | +$360K | 0.27% | 68 |
|