Summit Wealth & Retirement Planning’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,228
| Closed | -$251K | – | 130 |
|
|
2019
Q4 | $251K | Buy |
4,228
+7
| +0.2% | +$416 | 0.11% | 113 |
|
|
2019
Q3 | $234K | Sell |
4,221
-2,275
| -35% | -$126K | 0.14% | 112 |
|
|
2019
Q2 | $340K | Buy |
6,496
+7
| +0.1% | +$366 | 0.2% | 101 |
|
|
2019
Q1 | $313K | Buy |
6,489
+6
| +0.1% | +$289 | 0.19% | 106 |
|
|
2018
Q4 | $296K | Buy |
+6,483
| New | +$296K | 0.22% | 92 |
|