TLA
Tanglewood Legacy Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$49.6K | – | 294 |
|
|
2023
Q3 | $49.6K | Hold |
1,500
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $49.6K | Hold |
1,500
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $54.1K | Hold |
1,500
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $65.4K | Buy |
+1,500
| New | +$65.4K | 0.05% | 116 |
|