Valtinson Bruner Financial Planning’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,946
| Closed | -$227K | – | 116 |
|
|
2022
Q4 | $227K | Buy |
+4,946
| New | +$227K | 0.13% | 106 |
|
|
2022
Q3 | – | Sell |
-4,946
| Closed | -$228K | – | 105 |
|
|
2022
Q2 | $228K | Hold |
4,946
| – | – | 0.14% | 90 |
|
|
2022
Q1 | $261K | Hold |
4,946
| – | – | 0.15% | 80 |
|
|
2021
Q4 | $278K | Buy |
4,946
+92
| +2% | +$5.17K | 0.15% | 78 |
|
|
2021
Q3 | $304K | Sell |
4,854
-153
| -3% | -$9.58K | 0.17% | 73 |
|
|
2021
Q2 | $281K | Buy |
5,007
+353
| +8% | +$19.8K | 0.16% | 69 |
|
|
2021
Q1 | $262K | Buy |
4,654
+396
| +9% | +$22.3K | 0.15% | 71 |
|
|
2020
Q4 | $213K | Buy |
+4,258
| New | +$213K | 0.13% | 72 |
|