THWM
Taylor Hoffman Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-68
| Closed | -$3K | – | 340 |
|
|
2020
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 353 |
|
|
2020
Q1 | – | Sell |
-68
| Closed | -$4K | – | 359 |
|
|
2019
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 374 |
|
|
2019
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 370 |
|
|
2019
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 362 |
|
|
2018
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 347 |
|
|
2018
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 349 |
|
|
2018
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 377 |
|
|
2017
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 360 |
|