SimplyRich’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,683
| Closed | -$1.46M | – | 150 |
|
|
2019
Q4 | $1.46M | Hold |
24,683
| – | – | 0.73% | 36 |
|
|
2019
Q3 | $1.37M | Hold |
24,683
| – | – | 0.75% | 35 |
|
|
2019
Q2 | $1.29M | Sell |
24,683
-200
| -0.8% | -$10.5K | 0.71% | 35 |
|
|
2019
Q1 | $1.2M | Hold |
24,883
| – | – | 0.98% | 29 |
|
|
2018
Q4 | $1.13M | Sell |
24,883
-769
| -3% | -$34.8K | 1.03% | 31 |
|
|
2018
Q3 | $1.36M | Hold |
25,652
| – | – | 0.74% | 40 |
|
|
2018
Q2 | $1.28M | Sell |
25,652
-286
| -1% | -$14.3K | 0.74% | 37 |
|
|
2018
Q1 | $1.31M | Sell |
25,938
-2,851
| -10% | -$144K | 0.73% | 38 |
|
|
2017
Q4 | $1.54M | Buy |
+28,789
| New | +$1.54M | 0.86% | 27 |
|