TRUADVICE’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 | $796K | Buy |
23,280
+1,943
| +9% | +$66.5K | 0.31% | 93 |
|
|
2023
Q2 | $843K | Buy |
21,337
+6,554
| +44% | +$259K | 0.31% | 83 |
|
|
2023
Q1 | $507K | Buy |
+14,783
| New | +$507K | 0.2% | 123 |
|
|
2021
Q3 | – | Sell |
-5,151
| Closed | -$289K | – | 274 |
|
|
2021
Q2 | $289K | Buy |
5,151
+245
| +5% | +$13.7K | 0.06% | 245 |
|
|
2021
Q1 | $295K | Buy |
4,906
+1
| +0% | +$60 | 0.09% | 202 |
|
|
2020
Q4 | $210K | Buy |
+4,905
| New | +$210K | 0.06% | 264 |
|