WESCAP Management Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-12,857
| Closed | -$619K | – | 80 |
|
2019
Q1 | $619K | Sell |
12,857
-2,604
| -17% | -$125K | 0.26% | 57 |
|
2018
Q4 | $706K | Sell |
15,461
-10,579
| -41% | -$483K | 0.34% | 52 |
|
2018
Q3 | $1.38M | Sell |
26,040
-2,170
| -8% | -$115K | 0.7% | 36 |
|
2018
Q2 | $1.41M | Buy |
28,210
+9,256
| +49% | +$463K | 0.68% | 35 |
|
2018
Q1 | $957K | Buy |
+18,954
| New | +$957K | 0.38% | 49 |
|