WealthTrust-Arizona’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $107K | Buy |
2,337
+45
| +2% | +$2.32K | 0.06% | 94 |
|
|
2018
Q3 | $121K | Sell |
2,292
-18
| -0.8% | -$954 | 0.06% | 88 |
|
|
2018
Q2 | $116K | Sell |
2,310
-159
| -6% | -$8.07K | 0.06% | 87 |
|
|
2018
Q1 | $125K | Sell |
2,469
-67
| -3% | -$3.67K | 0.07% | 83 |
|
|
2017
Q4 | $136K | Sell |
2,536
-497
| -16% | -$26.7K | 0.07% | 85 |
|
|
2017
Q3 | $163K | Hold |
3,033
| – | – | 0.08% | 77 |
|
|
2017
Q2 | $157K | Hold |
3,033
| – | – | 0.08% | 74 |
|
|
2017
Q1 | $156K | Buy |
3,033
+732
| +32% | +$39K | 0.08% | 72 |
|
|
2016
Q4 | $118K | Hold |
2,301
| – | – | 0.07% | 84 |
|
|
2016
Q3 | $99K | Buy |
2,301
+274
| +14% | +$11.6K | 0.06% | 93 |
|
|
2016
Q2 | $82K | Buy |
2,027
+31
| +2% | +$1.29K | 0.05% | 106 |
|
|
2016
Q1 | $81K | Buy |
1,996
+67
| +3% | +$2.67K | 0.05% | 105 |
|
|
2015
Q4 | $82K | Buy |
1,929
+208
| +12% | +$8.89K | 0.05% | 104 |
|
|
2015
Q3 | $71K | Sell |
1,721
-2
| -0.1% | -$87 | 0.04% | 111 |
|
|
2015
Q2 | $75K | Sell |
1,723
-68
| -4% | -$2.97K | 0.05% | 122 |
|
|
2015
Q1 | $78K | Hold |
1,791
| – | – | 0.05% | 115 |
|
|
2014
Q4 | $80K | Hold |
1,791
| – | – | 0.07% | 119 |
|
|
2014
Q3 | $75K | Buy |
1,791
+3
| +0.2% | +$127 | 0.08% | 118 |
|
|
2014
Q2 | $77K | Sell |
1,788
-426
| -19% | -$17.8K | 0.08% | 128 |
|
|
2014
Q1 | $95K | Buy |
2,214
+64
| +3% | +$2.63K | 0.11% | 105 |
|
|
2013
Q4 | $87K | Sell |
2,150
-25
| -1% | -$959 | 0.1% | 104 |
|
|
2013
Q3 | $80K | Hold |
2,175
| – | – | 0.1% | 109 |
|
|
2013
Q2 | $79K | Buy |
+2,175
| New | +$74.6K | 0.11% | 102 |
|
Other funds holding USB
