TC
TAP Consulting’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,720
| Closed | -$387K | – | 143 |
|
|
2023
Q3 | $387K | Buy |
11,720
+4,528
| +63% | +$150K | 0.1% | 110 |
|
|
2023
Q2 | $238K | Hold |
7,192
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $259K | Buy |
+7,192
| New | +$259K | 0.06% | 123 |
|
|
2022
Q1 | – | Sell |
-2,284
| Closed | -$128K | – | 507 |
|
|
2021
Q4 | $128K | Buy |
+2,284
| New | +$128K | 0.03% | 168 |
|
|
2020
Q3 | – | Sell |
-5,757
| Closed | -$212K | – | 128 |
|
|
2020
Q2 | $212K | Buy |
+5,757
| New | +$212K | 0.1% | 112 |
|
|
2020
Q1 | – | Sell |
-5,690
| Closed | -$337K | – | 114 |
|
|
2019
Q4 | $337K | Buy |
5,690
+37
| +0.7% | +$2.19K | 0.19% | 86 |
|
|
2019
Q3 | $313K | Buy |
+5,653
| New | +$313K | 0.18% | 87 |
|
|
2019
Q1 | $269K | Buy |
+5,584
| New | +$269K | 0.2% | 81 |
|