WDG
Wealth Dimensions Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,789
| Closed | -$425K | – | 140 |
|
|
2023
Q1 | $425K | Buy |
11,789
+84
| +0.7% | +$3.03K | 0.16% | 82 |
|
|
2022
Q4 | $510K | Sell |
11,705
-711
| -6% | -$31K | 0.21% | 69 |
|
|
2022
Q3 | $501K | Sell |
12,416
-134
| -1% | -$5.41K | 0.25% | 56 |
|
|
2022
Q2 | $578K | Buy |
12,550
+9
| +0.1% | +$415 | 0.27% | 52 |
|
|
2022
Q1 | $667K | Sell |
12,541
-390
| -3% | -$20.7K | 0.31% | 54 |
|
|
2021
Q4 | $726K | Buy |
12,931
+11
| +0.1% | +$618 | 0.36% | 47 |
|
|
2021
Q3 | $768K | Buy |
12,920
+134
| +1% | +$7.97K | 0.49% | 41 |
|
|
2021
Q2 | $728K | Sell |
12,786
-1,013
| -7% | -$57.7K | 0.49% | 39 |
|
|
2021
Q1 | $763K | Hold |
13,799
| – | – | 0.59% | 32 |
|
|
2020
Q4 | $643K | Buy |
+13,799
| New | +$643K | 0.56% | 32 |
|