Stelac Advisory Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-106,117
| Closed | -$4.94M | – | 264 |
|
|
2020
Q4 | $4.94M | Buy |
+106,117
| New | +$4.94M | 1.28% | 16 |
|
|
2018
Q4 | – | Sell |
-1,945
| Closed | -$103K | – | 131 |
|
|
2018
Q3 | $103K | Buy |
+1,945
| New | +$103K | 0.03% | 134 |
|
|
2017
Q4 | – | Sell |
-1,976
| Closed | -$106K | – | 83 |
|
|
2017
Q3 | $106K | Hold |
1,976
| – | – | 0.03% | 79 |
|
|
2017
Q2 | $103K | Buy |
+1,976
| New | +$103K | 0.03% | 67 |
|