Tradewinds LLC’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-8,628
| Closed | -$285K | – | 124 |
|
2023
Q2 | $285K | Buy |
8,628
+223
| +3% | +$7.37K | 0.17% | 81 |
|
2023
Q1 | $303K | Buy |
8,405
+4,718
| +128% | +$170K | 0.18% | 91 |
|
2022
Q4 | $641K | Sell |
3,687
-4,367
| -54% | -$759K | 0.41% | 43 |
|
2022
Q3 | $325K | Buy |
8,054
+246
| +3% | +$9.93K | 0.24% | 82 |
|
2022
Q2 | $359K | Buy |
+7,808
| New | +$359K | 0.24% | 77 |
|