WAS
Wealth Advisory Solutions’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,318
| Closed | -$755K | – | 139 |
|
|
2022
Q4 | $755K | Sell |
17,318
-29,832
| -63% | -$1.3M | 0.2% | 82 |
|
|
2022
Q3 | $1.9M | Sell |
47,150
-112
| -0.2% | -$4.52K | 0.53% | 52 |
|
|
2022
Q2 | $2.18M | Buy |
47,262
+7,708
| +19% | +$355K | 0.54% | 58 |
|
|
2022
Q1 | $2.1M | Buy |
+39,554
| New | +$2.1M | 0.44% | 60 |
|