Vontobel Swiss Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,750
| Closed | -$212K | – | 84 |
|
|
2020
Q2 | $212K | Sell |
5,750
-9,895
| -63% | -$365K | 0.14% | 78 |
|
|
2020
Q1 | $539K | Sell |
15,645
-7,585
| -33% | -$261K | 0.41% | 50 |
|
|
2019
Q4 | $1.38M | Sell |
23,230
-13,970
| -38% | -$828K | 0.9% | 38 |
|
|
2019
Q3 | $2.06M | Sell |
37,200
-7,150
| -16% | -$396K | 1.33% | 30 |
|
|
2019
Q2 | $2.32M | Buy |
+44,350
| New | +$2.32M | 1.25% | 32 |
|