Wealthspire Advisors (Maryland)’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $523K | Sell |
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|
2020
Q2 | $705K | Buy |
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|
2020
Q1 | $637K | Sell |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.23M | Sell |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $1.33M | Sell |
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|
2016
Q4 | $1.36M | Buy |
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|
2016
Q3 | $1.13M | Sell |
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|
2016
Q2 | $1.06M | Sell |
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|
2016
Q1 | $1.07M | Sell |
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|
2015
Q4 | $1.41M | Buy |
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