TVWM
Tower View Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-65
| Closed | -$3K | – | 201 |
|
|
2023
Q4 | $3K | Sell |
65
-163
| -71% | -$7.52K | ﹤0.01% | 166 |
|
|
2023
Q3 | $8K | Buy |
228
+3
| +1% | +$105 | 0.01% | 125 |
|
|
2023
Q2 | $7K | Sell |
225
-290
| -56% | -$9.02K | ﹤0.01% | 133 |
|
|
2023
Q1 | $19K | Buy |
515
+5
| +1% | +$184 | 0.01% | 100 |
|
|
2022
Q4 | $22K | Buy |
510
+5
| +1% | +$216 | 0.02% | 100 |
|
|
2022
Q3 | $20K | Buy |
505
+5
| +1% | +$198 | 0.02% | 99 |
|
|
2022
Q2 | $23K | Hold |
500
| – | – | 0.02% | 96 |
|
|
2022
Q1 | $27K | Hold |
500
| – | – | 0.01% | 118 |
|
|
2021
Q4 | $28K | Hold |
500
| – | – | 0.01% | 119 |
|
|
2021
Q3 | $30K | Buy |
+500
| New | +$30K | 0.02% | 124 |
|