Sage Mountain Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,649
| Closed | -$213K | – | 518 |
|
|
2024
Q3 | $213K | Buy |
+4,649
| New | +$213K | 0.02% | 370 |
|
|
2022
Q1 | – | Sell |
-3,819
| Closed | -$215K | – | 700 |
|
|
2021
Q4 | $215K | Buy |
3,819
+94
| +3% | +$5.29K | 0.03% | 508 |
|
|
2021
Q3 | $221K | Buy |
+3,725
| New | +$221K | 0.03% | 417 |
|