Wealthstreet Investment Advisors’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 |
-13,840
| Closed | -$765K | – | 311 |
|
|
2021
Q1 | $765K | Hold |
13,840
| – | – | 0.07% | 202 |
|
|
2020
Q4 | $645K | Sell |
13,840
-200
| -1% | -$9.32K | 0.07% | 214 |
|
|
2020
Q3 | $503K | Sell |
14,040
-317
| -2% | -$11.4K | 0.06% | 221 |
|
|
2020
Q2 | $529K | Hold |
14,357
| – | – | 0.06% | 204 |
|
|
2020
Q1 | $495K | Hold |
14,357
| – | – | 0.07% | 192 |
|
|
2019
Q4 | $851K | Hold |
14,357
| – | – | 0.1% | 167 |
|
|
2019
Q3 | $823K | Hold |
14,357
| – | – | 0.11% | 161 |
|
|
2019
Q2 | $752K | Hold |
14,357
| – | – | 0.1% | 172 |
|
|
2019
Q1 | $692K | Hold |
14,357
| – | – | 0.09% | 182 |
|
|
2018
Q4 | $736K | Hold |
14,357
| – | – | 0.1% | 166 |
|
|
2018
Q3 | $758K | Hold |
14,357
| – | – | 0.09% | 190 |
|
|
2018
Q2 | $718K | Hold |
14,357
| – | – | 0.09% | 189 |
|
|
2018
Q1 | $725K | Hold |
14,357
| – | – | 0.09% | 190 |
|
|
2017
Q4 | $769K | Buy |
+14,357
| New | +$769K | 0.09% | 185 |
|