RPGK
Retirement Planning Group (Kansas)’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,278
| Closed | -$224K | – | 70 |
|
|
2019
Q2 | $224K | Hold |
4,278
| – | – | 0.05% | 63 |
|
|
2019
Q1 | $206K | Sell |
4,278
-1,037
| -20% | -$49.9K | 0.05% | 64 |
|
|
2018
Q4 | $243K | Buy |
5,315
+237
| +5% | +$10.8K | 0.06% | 62 |
|
|
2018
Q3 | $268K | Buy |
+5,078
| New | +$268K | 0.07% | 44 |
|
|
2014
Q1 | – | Sell |
-14,500
| Closed | -$586K | – | 71 |
|
|
2013
Q4 | $586K | Buy |
+14,500
| New | +$586K | 0.21% | 47 |
|