WealthStone’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $343K | Buy |
6,208
+1,434
| +30% | +$79.2K | 0.12% | 128 |
|
|
2020
Q4 | $222K | Buy |
+4,774
| New | +$222K | 0.08% | 191 |
|
|
2020
Q3 | – | Sell |
-10,584
| Closed | -$390K | – | 242 |
|
|
2020
Q2 | $390K | Buy |
+10,584
| New | +$390K | 0.19% | 86 |
|
|
2019
Q3 | – | Sell |
-1,143
| Closed | -$59.9K | – | 599 |
|
|
2019
Q2 | $59.9K | Buy |
+1,143
| New | +$59.9K | 0.03% | 175 |
|