TrueWealth LLC’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $55K | Sell |
1,500
-312
| -17% | -$11.4K | 0.02% | 268 |
|
|
2020
Q1 | $62K | Buy |
1,812
+1
| +0.1% | +$34 | 0.03% | 227 |
|
|
2019
Q4 | $107K | Buy |
1,811
+1
| +0.1% | +$59 | 0.04% | 197 |
|
|
2019
Q3 | $100K | Buy |
1,810
+1
| +0.1% | +$55 | 0.04% | 201 |
|
|
2019
Q2 | $95K | Hold |
1,809
| – | – | 0.04% | 202 |
|
|
2019
Q1 | $87K | Hold |
1,809
| – | – | 0.04% | 212 |
|
|
2018
Q4 | $83K | Sell |
1,809
-129
| -7% | -$5.92K | 0.04% | 203 |
|
|
2018
Q3 | $102K | Hold |
1,938
| – | – | 0.05% | 194 |
|
|
2018
Q2 | $97K | Buy |
1,938
+95
| +5% | +$4.76K | 0.05% | 197 |
|
|
2018
Q1 | $93K | Sell |
1,843
-2,360
| -56% | -$119K | 0.05% | 196 |
|
|
2017
Q4 | $225K | Buy |
+4,203
| New | +$225K | 0.11% | 124 |
|