Sigma Investment Counselors’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 |
-3,958
| Closed | -$210K | – | 191 |
|
2022
Q1 | $210K | Sell |
3,958
-96
| -2% | -$5.09K | 0.02% | 185 |
|
2021
Q4 | $228K | Buy |
4,054
+96
| +2% | +$5.4K | 0.02% | 181 |
|
2021
Q3 | $235K | Hold |
3,958
| – | – | 0.02% | 175 |
|
2021
Q2 | $225K | Buy |
3,958
+76
| +2% | +$4.32K | 0.02% | 180 |
|
2021
Q1 | $215K | Buy |
+3,882
| New | +$215K | 0.02% | 177 |
|