Regal Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-51
| Closed | -$2K | – | 846 |
|
|
2015
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 955 |
|
|
2015
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 856 |
|
|
2015
Q1 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 916 |
|
|
2014
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 864 |
|
|
2014
Q3 | $2K | Sell |
50
-401
| -89% | -$16K | ﹤0.01% | 890 |
|
|
2014
Q2 | $20K | Buy |
451
+202
| +81% | +$8.96K | 0.01% | 552 |
|
|
2014
Q1 | $11K | Sell |
249
-264
| -51% | -$11.7K | ﹤0.01% | 629 |
|
|
2013
Q4 | $21K | Buy |
513
+264
| +106% | +$10.8K | 0.01% | 440 |
|
|
2013
Q3 | $9K | Hold |
249
| – | – | 0.01% | 623 |
|
|
2013
Q2 | $9K | Buy |
+249
| New | +$9K | 0.01% | 619 |
|