Wealthcare Capital Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-173
| Closed | -$10K | – | 637 |
|
2021
Q1 | $10K | Buy |
+173
| New | +$10K | ﹤0.01% | 282 |
|
2020
Q2 | – | Sell |
-93
| Closed | -$3K | – | 234 |
|
2020
Q1 | $3K | Sell |
93
-24
| -21% | -$774 | ﹤0.01% | 222 |
|
2019
Q4 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 222 |
|
2015
Q2 | – | Sell |
-40
| Closed | -$2K | – | 841 |
|
2015
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 831 |
|