Sugarloaf Wealth Management’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-145
Closed -$8K 800
2021
Q2
$8K Buy
+145
New +$8K ﹤0.01% 537
2020
Q2
Sell
-604
Closed -$21K 726
2020
Q1
$21K Hold
604
0.01% 330
2019
Q4
$36K Buy
+604
New +$36K 0.02% 284