Wealthspire Advisors (Maryland)’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $523K | Sell |
14,578
-4,574
| -24% | -$164K | 0.02% | 262 |
|
|
2020
Q2 | $705K | Buy |
19,152
+665
| +4% | +$24.5K | 0.05% | 204 |
|
|
2020
Q1 | $637K | Sell |
18,487
-4,524
| -20% | -$156K | 0.06% | 203 |
|
|
2019
Q4 | $1.36M | Buy |
23,011
+302
| +1% | +$17.9K | 0.09% | 130 |
|
|
2019
Q3 | $1.26M | Buy |
22,709
+25
| +0.1% | +$1.38K | 0.09% | 119 |
|
|
2019
Q2 | $1.19M | Buy |
22,684
+323
| +1% | +$16.9K | 0.09% | 123 |
|
|
2019
Q1 | $1.08M | Sell |
22,361
-313
| -1% | -$15.1K | 0.08% | 130 |
|
|
2018
Q4 | $1.04M | Sell |
22,674
-521
| -2% | -$23.8K | 0.09% | 119 |
|
|
2018
Q3 | $1.23M | Sell |
23,195
-571
| -2% | -$30.2K | 0.1% | 115 |
|
|
2018
Q2 | $1.19M | Buy |
23,766
+150
| +0.6% | +$7.5K | 0.11% | 113 |
|
|
2018
Q1 | $1.19M | Buy |
23,616
+690
| +3% | +$34.9K | 0.11% | 111 |
|
|
2017
Q4 | $1.23M | Buy |
22,926
+679
| +3% | +$36.4K | 0.12% | 113 |
|
|
2017
Q3 | $1.19M | Sell |
22,247
-822
| -4% | -$44K | 0.13% | 113 |
|
|
2017
Q2 | $1.2M | Sell |
23,069
-2,684
| -10% | -$139K | 0.14% | 107 |
|
|
2017
Q1 | $1.33M | Sell |
25,753
-724
| -3% | -$37.3K | 0.19% | 81 |
|
|
2016
Q4 | $1.36M | Buy |
26,477
+234
| +0.9% | +$12K | 0.2% | 76 |
|
|
2016
Q3 | $1.13M | Sell |
26,243
-28
| -0.1% | -$1.2K | 0.18% | 91 |
|
|
2016
Q2 | $1.06M | Sell |
26,271
-136
| -0.5% | -$5.49K | 0.18% | 90 |
|
|
2016
Q1 | $1.07M | Sell |
26,407
-6,693
| -20% | -$272K | 0.19% | 84 |
|
|
2015
Q4 | $1.41M | Buy |
+33,100
| New | +$1.41M | 0.26% | 66 |
|