TRIA
Trail Ridge Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,700
| Closed | -$287K | – | 114 |
|
|
2023
Q2 | $287K | Sell |
8,700
-6,000
| -41% | -$198K | 0.18% | 102 |
|
|
2023
Q1 | $530K | Hold |
14,700
| – | – | 0.35% | 67 |
|
|
2022
Q4 | $641K | Hold |
14,700
| – | – | 0.44% | 65 |
|
|
2022
Q3 | $660K | Sell |
14,700
-348
| -2% | -$15.6K | 0.44% | 66 |
|
|
2022
Q2 | $693K | Hold |
15,048
| – | – | 0.47% | 66 |
|
|
2022
Q1 | $800K | Sell |
15,048
-151
| -1% | -$8.03K | 0.49% | 60 |
|
|
2021
Q4 | $854K | Buy |
+15,199
| New | +$854K | 0.51% | 57 |
|