WESPAC Advisors SoCal’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-85,102
| Closed | -$3.07M | – | 88 |
|
|
2023
Q1 | $3.07M | Buy |
85,102
+600
| +0.7% | +$21.6K | 1.06% | 33 |
|
|
2022
Q4 | $3.69M | Buy |
+84,502
| New | +$3.69M | 1.37% | 29 |
|
|
2019
Q1 | – | Sell |
-590
| Closed | -$26K | – | 368 |
|
|
2018
Q4 | $26K | Buy |
+590
| New | +$26K | 0.02% | 158 |
|