Vista Investment Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,668
| Closed | -$240K | – | 169 |
|
|
2023
Q1 | $240K | Buy |
+6,668
| New | +$240K | 0.13% | 146 |
|
|
2022
Q3 | – | Sell |
-5,110
| Closed | -$235K | – | 164 |
|
|
2022
Q2 | $235K | Buy |
5,110
+886
| +21% | +$40.7K | 0.14% | 147 |
|
|
2022
Q1 | $224K | Buy |
4,224
+458
| +12% | +$24.3K | 0.12% | 153 |
|
|
2021
Q4 | $212K | Buy |
3,766
+66
| +2% | +$3.72K | 0.12% | 158 |
|
|
2021
Q3 | $220K | Sell |
3,700
-226
| -6% | -$13.4K | 0.13% | 149 |
|
|
2021
Q2 | $224K | Buy |
3,926
+52
| +1% | +$2.97K | 0.13% | 147 |
|
|
2021
Q1 | $214K | Buy |
+3,874
| New | +$214K | 0.13% | 147 |
|