True Link Financial Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-162
| Closed | -$9K | – | 269 |
|
|
2021
Q4 | $9K | Sell |
162
-132
| -45% | -$7.33K | ﹤0.01% | 639 |
|
|
2021
Q3 | $17K | Hold |
294
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $17K | Buy |
294
+44
| +18% | +$2.54K | ﹤0.01% | 528 |
|
|
2021
Q1 | $14K | Hold |
250
| – | – | ﹤0.01% | 598 |
|
|
2020
Q4 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 632 |
|