SVA Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $3.71M | Sell |
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|
2020
Q2 | $4.1M | Buy |
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|
2020
Q1 | $3.82M | Sell |
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|
2019
Q4 | $7.13M | Buy |
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|
2019
Q3 | $6.61M | Sell |
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|
2019
Q2 | $6.39M | Sell |
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|
2019
Q1 | $8.27M | Buy |
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|
2018
Q4 | $7.27M | Buy |
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|
2018
Q3 | $8.21M | Buy |
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|
2018
Q2 | $7.23M | Buy |
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|
2018
Q1 | $7.57M | Buy |
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|
2017
Q4 | $7.51M | Sell |
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|
2017
Q3 | $7.57M | Buy |
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|
2017
Q2 | $7.31M | Buy |
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|
2017
Q1 | $7.11M | Sell |
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|
2016
Q4 | $7.64M | Buy |
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|
2016
Q3 | $6.17M | Buy |
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|
2016
Q2 | $5.59M | Buy |
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|
2016
Q1 | $5.53M | Buy |
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|
2015
Q4 | $930K | Sell |
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|
2015
Q3 | $976K | Buy |
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|
2015
Q2 | $976K | Sell |
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|
2015
Q1 | $990K | Buy |
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|
2014
Q4 | $246K | Buy |
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|
2014
Q3 | $204K | Buy |
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|
2014
Q2 | $211K | Buy |
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|
2014
Q1 | $209K | Buy |
|