TA
Tiedemann Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,289
| Closed | -$246K | – | 361 |
|
|
2021
Q2 | $246K | Sell |
4,289
-293
| -6% | -$16.8K | 0.01% | 318 |
|
|
2021
Q1 | $256K | Sell |
4,582
-4,414
| -49% | -$247K | 0.01% | 285 |
|
|
2020
Q4 | $422K | Buy |
+8,996
| New | +$422K | 0.02% | 222 |
|
|
2020
Q1 | – | Sell |
-3,667
| Closed | -$220K | – | 321 |
|
|
2019
Q4 | $220K | Sell |
3,667
-4,718
| -56% | -$283K | 0.01% | 283 |
|
|
2019
Q3 | $467K | Sell |
8,385
-375
| -4% | -$20.9K | 0.02% | 222 |
|
|
2019
Q2 | $462K | Sell |
8,760
-21,121
| -71% | -$1.11M | 0.02% | 204 |
|
|
2019
Q1 | $1.45M | Buy |
29,881
+359
| +1% | +$17.4K | 0.07% | 165 |
|
|
2018
Q4 | $1.36M | Buy |
29,522
+20,707
| +235% | +$953K | 0.07% | 167 |
|
|
2018
Q3 | $469K | Sell |
8,815
-594
| -6% | -$31.6K | 0.03% | 235 |
|
|
2018
Q2 | $472K | Buy |
9,409
+1,767
| +23% | +$88.6K | 0.03% | 230 |
|
|
2018
Q1 | $387K | Buy |
7,642
+2,337
| +44% | +$118K | 0.03% | 217 |
|
|
2017
Q4 | $285K | Sell |
5,305
-42,195
| -89% | -$2.27M | 0.02% | 190 |
|
|
2017
Q3 | $2.04M | Sell |
47,500
-9,245
| -16% | -$398K | 0.18% | 96 |
|
|
2017
Q2 | $2.95M | Buy |
56,745
+10,096
| +22% | +$524K | 0.21% | 88 |
|
|
2017
Q1 | $2.4M | Buy |
46,649
+1,014
| +2% | +$52.2K | 0.2% | 104 |
|
|
2016
Q4 | $2.34M | Buy |
+45,635
| New | +$2.34M | 0.23% | 78 |
|