Westshore Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,304
| Closed | -$275K | – | 117 |
|
|
2022
Q4 | $275K | Sell |
6,304
-100
| -2% | -$4.36K | 0.16% | 77 |
|
|
2022
Q3 | $258K | Sell |
6,404
-600
| -9% | -$24.2K | 0.18% | 65 |
|
|
2022
Q2 | $322K | Buy |
+7,004
| New | +$322K | 0.21% | 56 |
|
|
2019
Q4 | $540K | Buy |
+9,100
| New | +$540K | 0.59% | 32 |
|