Wellesley Investment Partners’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,757	Closed	-$217K	–	127
2018 Q4	$217K	Buy	4,757 +3	+0.1%	+$137	0.08%	116
2018 Q3	$251K	Buy	4,754 +693	+17%	+$36.6K	0.08%	120
2018 Q2	$203K	Buy	+4,061	New	+$203K	0.07%	128