Tyler-Stone Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-48
| Closed | -$1.91K | – | 855 |
|
|
2024
Q2 | $1.91K | Hold |
48
| – | – | ﹤0.01% | 827 |
|
|
2024
Q1 | $2.15K | Sell |
48
-350
| -88% | -$15.6K | ﹤0.01% | 806 |
|
|
2023
Q4 | $17.2K | Hold |
398
| – | – | 0.01% | 518 |
|
|
2023
Q3 | $13K | Hold |
398
| – | – | 0.01% | 553 |
|
|
2023
Q2 | $13K | Buy |
+398
| New | +$13K | 0.01% | 551 |
|
|
2022
Q4 | $49K | Buy |
1,127
+200
| +22% | +$8.7K | 0.03% | 324 |
|
|
2022
Q3 | $37K | Hold |
927
| – | – | 0.03% | 338 |
|
|
2022
Q2 | $43K | Hold |
927
| – | – | 0.03% | 339 |
|
|
2022
Q1 | $49K | Buy |
927
+24
| +3% | +$1.27K | 0.03% | 343 |
|
|
2021
Q4 | $51K | Buy |
+903
| New | +$51K | 0.03% | 355 |
|