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Tobias Financial Advisors’s US Bancorp USB Stock Holding History

Tobias Financial Advisors’s Portfolio USB Stock Details USB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-659,572
Closed -$37M – 123
2021
Q4 		$37M Buy
+659,572
New +$37M 2.91% 9
2020
Q1 		– Sell
-272
Closed -$16K – 275
2019
Q4 		$16K Buy
+272
New +$16K 0.01% 162