Surevest’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$9K	Sell	212 -39	-16%	-$1.66K	﹤0.01%	292
2022 Q2	$12K	Buy	251 +212	+544%	+$10.1K	﹤0.01%	303
2022 Q1	$2K	Hold	39	–	–	﹤0.01%	417
2021 Q4	$2K	Buy	+39	New	+$2K	﹤0.01%	428