Wealth Architects’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,665
| Closed | -$240K | – | 128 |
|
|
2016
Q4 | $240K | Hold |
4,665
| – | – | 0.11% | 100 |
|
|
2016
Q3 | $200K | Buy |
+4,665
| New | +$200K | 0.09% | 108 |
|
|
2016
Q2 | – | Sell |
-4,965
| Closed | -$202K | – | 117 |
|
|
2016
Q1 | $202K | Buy |
4,965
+13
| +0.3% | +$529 | 0.1% | 108 |
|
|
2015
Q4 | $211K | Hold |
4,952
| – | – | 0.1% | 112 |
|
|
2015
Q3 | $203K | Sell |
4,952
-615
| -11% | -$25.2K | 0.11% | 109 |
|
|
2015
Q2 | $242K | Buy |
+5,567
| New | +$242K | 0.13% | 103 |
|