TWM
Torch Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.92M | Sell |
49,196
-831
| -2% | -$49.3K | 1.61% | 14 |
|
|
2019
Q3 | $2.77M | Sell |
50,027
-648
| -1% | -$35.9K | 1.64% | 15 |
|
|
2019
Q2 | $2.66M | Sell |
50,675
-97
| -0.2% | -$5.08K | 1.59% | 16 |
|
|
2019
Q1 | $2.45M | Buy |
50,772
+816
| +2% | +$39.3K | 1.51% | 17 |
|
|
2018
Q4 | $2.28M | Sell |
49,956
-797
| -2% | -$36.4K | 1.64% | 17 |
|
|
2018
Q3 | $2.68M | Sell |
50,753
-248
| -0.5% | -$13.1K | 1.61% | 14 |
|
|
2018
Q2 | $2.55M | Buy |
51,001
+452
| +0.9% | +$22.6K | 1.6% | 18 |
|
|
2018
Q1 | $2.55M | Buy |
50,549
+552
| +1% | +$27.9K | 1.65% | 16 |
|
|
2017
Q4 | $2.68M | Buy |
49,997
+701
| +1% | +$37.6K | 1.64% | 16 |
|
|
2017
Q3 | $2.64M | Buy |
49,296
+252
| +0.5% | +$13.5K | 1.73% | 17 |
|
|
2017
Q2 | $2.55M | Buy |
49,044
+1,897
| +4% | +$98.5K | 1.76% | 16 |
|
|
2017
Q1 | $2.43M | Sell |
47,147
-4,898
| -9% | -$252K | 1.62% | 18 |
|
|
2016
Q4 | $2.67M | Sell |
52,045
-998
| -2% | -$51.3K | 1.89% | 11 |
|
|
2016
Q3 | $2.28M | Buy |
53,043
+2
| +0% | +$86 | 1.66% | 17 |
|
|
2016
Q2 | $2.14M | Buy |
53,041
+752
| +1% | +$30.3K | 1.56% | 15 |
|
|
2016
Q1 | $2.12M | Buy |
52,289
+502
| +1% | +$20.4K | 1.6% | 17 |
|
|
2015
Q4 | $2.21M | Buy |
51,787
+2
| +0% | +$85 | 1.62% | 16 |
|
|
2015
Q3 | $2.12M | Sell |
51,785
-699
| -1% | -$28.7K | 1.63% | 18 |
|
|
2015
Q2 | $2.28M | Sell |
52,484
-1,847
| -3% | -$80.2K | 1.58% | 20 |
|
|
2015
Q1 | $2.37M | Sell |
54,331
-899
| -2% | -$39.3K | 1.84% | 18 |
|
|
2014
Q4 | $2.48M | Buy |
55,230
+2,772
| +5% | +$125K | 1.91% | 16 |
|
|
2014
Q3 | $2.19M | Sell |
52,458
-363
| -0.7% | -$15.2K | 1.61% | 19 |
|
|
2014
Q2 | $2.29M | Buy |
52,821
+702
| +1% | +$30.4K | 1.55% | 19 |
|
|
2014
Q1 | $2.23M | Buy |
52,119
+2,201
| +4% | +$94.3K | 1.62% | 17 |
|
|
2013
Q4 | $2.02M | Buy |
+49,918
| New | +$2.02M | 1.54% | 20 |
|