Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-118
| Closed | -$5K | – | 697 |
|
|
2022
Q3 | $5K | Buy |
118
+1
| +0.9% | +$42 | ﹤0.01% | 529 |
|
|
2022
Q2 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 536 |
|
|
2022
Q1 | – | Sell |
-115
| Closed | -$6K | – | 636 |
|
|
2021
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 554 |
|
|
2021
Q3 | $7K | Buy |
115
+1
| +0.9% | +$61 | 0.01% | 514 |
|
|
2021
Q2 | $6K | Buy |
114
+1
| +0.9% | +$53 | ﹤0.01% | 558 |
|
|
2021
Q1 | $6K | Buy |
+113
| New | +$6K | ﹤0.01% | 531 |
|
|
2018
Q3 | $82K | Hold |
1,552
| – | – | 0.05% | 210 |
|
|
2018
Q2 | $78K | Hold |
1,552
| – | – | 0.06% | 196 |
|
|
2018
Q1 | $78K | Hold |
1,552
| – | – | 0.06% | 188 |
|
|
2017
Q4 | $88K | Buy |
+1,552
| New | +$88K | 0.07% | 180 |
|