Santori & Peters Inc’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,167
| Closed | -$304K | – | 81 |
|
|
2020
Q4 | $304K | Sell |
6,167
-4,227
| -41% | -$208K | 0.17% | 60 |
|
|
2020
Q3 | $372K | Buy |
+10,394
| New | +$372K | 0.25% | 49 |
|
|
2020
Q2 | – | Sell |
-10,471
| Closed | -$360K | – | 76 |
|
|
2020
Q1 | $360K | Buy |
+10,471
| New | +$360K | 0.31% | 47 |
|