TrueWealth LLC’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$55K Sell
2020
Q1
$62K Buy
2019
Q4
$107K Buy
2019
Q3
$100K Buy
2019
Q2
$95K Hold
2019
Q1
$87K Hold
2018
Q4
$83K Sell
2018
Q3
$102K Hold
2018
Q2
$97K Buy
2018
Q1
$93K Sell
2017
Q4
$225K Buy