SWM
Selective Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-224
| Closed | -$9K | – | 685 |
|
|
2022
Q3 | $9K | Buy |
224
+24
| +12% | +$964 | ﹤0.01% | 535 |
|
|
2022
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2022
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 529 |
|
|
2021
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | 0.01% | 418 |
|
|
2021
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 338 |
|
|
2020
Q3 | – | Sell |
-115
| Closed | -$4K | – | 414 |
|
|
2020
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 329 |
|
|
2020
Q1 | $4K | Hold |
115
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $7K | Hold |
115
| – | – | 0.01% | 191 |
|
|
2019
Q3 | $6K | Buy |
+115
| New | +$6K | 0.01% | 213 |
|