Summit Financial Strategies’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,489	Closed	-$207K	–	132
2021 Q3	$207K	Sell	3,489 -1,836	-34%	-$109K	0.04%	113
2021 Q2	$303K	Buy	+5,325	New	+$303K	0.06%	88
2020 Q1	–	Sell	-3,489	Closed	-$207K	–	70
2019 Q4	$207K	Buy	+3,489	New	+$207K	0.1%	58