Wealthstreet Investment Advisors’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$8.46K	0.07%	214
2020 Q3	$503K	Sell	14,040 -317	-2%	-$11.6K	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	+$773K	0.09%	185