RPg Family Wealth Advisory’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 |
-113
| Closed | -$6.06K | – | 306 |
|
|
2022
Q1 | $6.06K | Buy |
+113
| New | +$6.06K | ﹤0.01% | 295 |
|
|
2021
Q4 | – | Sell |
-513
| Closed | -$30.7K | – | 290 |
|
|
2021
Q3 | $30.7K | Hold |
513
| – | – | 0.01% | 197 |
|
|
2021
Q2 | $29.4K | Buy |
+513
| New | +$29.4K | 0.01% | 198 |
|
|
2020
Q4 | $24.1K | Hold |
513
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $18.6K | Hold |
513
| – | – | 0.01% | 225 |
|
|
2020
Q2 | $19.1K | Hold |
513
| – | – | 0.01% | 216 |
|
|
2020
Q1 | $17.7K | Hold |
513
| – | – | 0.01% | 197 |
|
|
2019
Q4 | $30.4K | Hold |
513
| – | – | 0.02% | 182 |
|
|
2019
Q3 | $28.4K | Hold |
513
| – | – | 0.02% | 201 |
|
|
2019
Q2 | $26.9K | Hold |
513
| – | – | 0.02% | 198 |
|
|
2019
Q1 | $24.7K | Hold |
513
| – | – | 0.01% | 213 |
|
|
2018
Q4 | $23.4K | Hold |
513
| – | – | 0.02% | 147 |
|
|
2018
Q3 | $27.1K | Hold |
513
| – | – | 0.02% | 153 |
|
|
2018
Q2 | $25.7K | Hold |
513
| – | – | 0.02% | 151 |
|
|
2018
Q1 | $25.9K | Sell |
513
-267
| -34% | -$13.5K | 0.02% | 180 |
|
|
2017
Q4 | $41.8K | Buy |
780
+267
| +52% | +$14.3K | 0.04% | 144 |
|
|
2017
Q3 | $27.5K | Hold |
513
| – | – | 0.02% | 188 |
|
|
2017
Q2 | $26.6K | Sell |
513
-249
| -33% | -$12.9K | 0.02% | 216 |
|
|
2017
Q1 | $39.2K | Buy |
762
+89
| +13% | +$4.58K | 0.03% | 155 |
|
|
2016
Q4 | $34.6K | Buy |
+673
| New | +$34.6K | 0.03% | 146 |
|