Wealthfront’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $3.04M | Sell |
57,473
-1,650
| -3% | -$87.1K | 0.03% | 92 |
|
2018
Q2 | $2.96M | Buy |
59,123
+5,606
| +10% | +$280K | 0.03% | 86 |
|
2018
Q1 | $2.7M | Buy |
53,517
+10,682
| +25% | +$540K | 0.03% | 104 |
|
2017
Q4 | $2.3M | Buy |
42,835
+2,505
| +6% | +$134K | 0.03% | 106 |
|
2017
Q3 | $2.16M | Buy |
40,330
+1,019
| +3% | +$54.6K | 0.03% | 100 |
|
2017
Q2 | $2.04M | Buy |
39,311
+6,908
| +21% | +$359K | 0.03% | 97 |
|
2017
Q1 | $1.67M | Buy |
32,403
+3,668
| +13% | +$189K | 0.03% | 96 |
|
2016
Q4 | $1.48M | Buy |
28,735
+4,159
| +17% | +$214K | 0.03% | 88 |
|
2016
Q3 | $1.05M | Buy |
24,576
+3,762
| +18% | +$161K | 0.03% | 100 |
|
2016
Q2 | $839K | Buy |
20,814
+1,746
| +9% | +$70.4K | 0.02% | 113 |
|
2016
Q1 | $774K | Sell |
19,068
-4,053
| -18% | -$165K | 0.02% | 104 |
|
2015
Q4 | $987K | Buy |
23,121
+1,330
| +6% | +$56.8K | 0.04% | 86 |
|
2015
Q3 | $894K | Buy |
21,791
+12,274
| +129% | +$504K | 0.04% | 89 |
|
2015
Q2 | $413K | Buy |
9,517
+3,375
| +55% | +$146K | 0.02% | 137 |
|
2015
Q1 | $268K | Buy |
6,142
+1,155
| +23% | +$50.4K | 0.01% | 185 |
|
2014
Q4 | $224K | Sell |
4,987
-5,303
| -52% | -$238K | 0.01% | 185 |
|
2014
Q3 | $430K | Buy |
10,290
+1,297
| +14% | +$54.2K | 0.03% | 64 |
|
2014
Q2 | $392K | Buy |
8,993
+3,192
| +55% | +$139K | 0.03% | 51 |
|
2014
Q1 | $249K | Buy |
+5,801
| New | +$249K | 0.03% | 44 |
|