Squar Milner Financial Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,575
| Closed | -$647K | – | 183 |
|
|
2020
Q2 | $647K | Buy |
17,575
+4,516
| +35% | +$166K | 0.37% | 74 |
|
|
2020
Q1 | $449K | Buy |
13,059
+7,540
| +137% | +$259K | 0.27% | 77 |
|
|
2019
Q4 | $327K | Sell |
5,519
-12,980
| -70% | -$769K | 0.16% | 129 |
|
|
2019
Q3 | $663K | Buy |
18,499
+17,284
| +1,423% | +$619K | 0.34% | 78 |
|
|
2019
Q2 | $64K | Buy |
+1,215
| New | +$64K | 0.04% | 320 |
|
|
2018
Q3 | – | Sell |
-113
| Closed | -$6K | – | 866 |
|
|
2018
Q2 | $6K | Buy |
+113
| New | +$6K | 0.01% | 675 |
|