Stonehearth Capital Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,013
| Closed | -$260K | – | 82 |
|
|
2023
Q4 | $260K | Buy |
+6,013
| New | +$260K | 0.13% | 63 |
|
|
2023
Q3 | – | Sell |
-8,797
| Closed | -$291K | – | 75 |
|
|
2023
Q2 | $291K | Buy |
8,797
+1,716
| +24% | +$56.7K | 0.15% | 50 |
|
|
2023
Q1 | $255K | Buy |
+7,081
| New | +$255K | 0.14% | 55 |
|
|
2022
Q1 | – | Sell |
-3,584
| Closed | -$201K | – | 82 |
|
|
2021
Q4 | $201K | Buy |
3,584
+107
| +3% | +$6K | 0.1% | 66 |
|
|
2021
Q3 | $207K | Buy |
+3,477
| New | +$207K | 0.11% | 62 |
|