SHA
Smith Hayes Advisers’s US Bancorp USB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $2.26M | Sell |
55,578
-26,320
| -32% | -$1.07M | 0.46% | 55 |
|
2015
Q4 | $3.5M | Sell |
81,898
-10,427
| -11% | -$445K | 0.74% | 35 |
|
2015
Q3 | $3.79M | Sell |
92,325
-875
| -0.9% | -$35.9K | 0.82% | 33 |
|
2015
Q2 | $4.05M | Buy |
93,200
+1,240
| +1% | +$53.8K | 0.8% | 30 |
|
2015
Q1 | $4.02M | Sell |
91,960
-1,051
| -1% | -$45.9K | 0.8% | 28 |
|
2014
Q4 | $4.18M | Buy |
93,011
+1,588
| +2% | +$71.4K | 0.87% | 25 |
|
2014
Q3 | $3.82M | Buy |
91,423
+119
| +0.1% | +$4.98K | 0.89% | 26 |
|
2014
Q2 | $3.96M | Buy |
91,304
+4,664
| +5% | +$202K | 0.93% | 26 |
|
2014
Q1 | $3.71M | Buy |
86,640
+31,178
| +56% | +$1.34M | 0.92% | 26 |
|
2013
Q4 | $2.24M | Buy |
55,462
+2,722
| +5% | +$110K | 0.74% | 38 |
|
2013
Q3 | $1.93M | Sell |
52,740
-389
| -0.7% | -$14.2K | 0.74% | 40 |
|
2013
Q2 | $1.92M | Buy |
+53,129
| New | +$1.92M | 0.8% | 41 |
|