WFG Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $743K | Buy |
14,320
+9,128
| +176% | +$474K | 0.17% | 144 |
|
|
2017
Q1 | $267K | Buy |
5,192
+311
| +6% | +$16K | 0.07% | 277 |
|
|
2016
Q4 | $251K | Sell |
4,881
-17
| -0.3% | -$874 | 0.06% | 315 |
|
|
2016
Q3 | $210K | Buy |
4,898
+12
| +0.2% | +$514 | 0.05% | 360 |
|
|
2016
Q2 | $197K | Buy |
4,886
+13
| +0.3% | +$524 | 0.05% | 345 |
|
|
2016
Q1 | $198K | Sell |
4,873
-45
| -0.9% | -$1.83K | 0.06% | 306 |
|
|
2015
Q4 | $210K | Buy |
4,918
+12
| +0.2% | +$512 | 0.06% | 279 |
|
|
2015
Q3 | $201K | Sell |
4,906
-3,302
| -40% | -$135K | 0.06% | 290 |
|
|
2015
Q2 | $356K | Sell |
8,208
-6,375
| -44% | -$276K | 0.1% | 222 |
|
|
2015
Q1 | $637K | Sell |
14,583
-8,931
| -38% | -$390K | 0.18% | 133 |
|
|
2014
Q4 | $1.06M | Sell |
23,514
-2,448
| -9% | -$110K | 0.21% | 102 |
|
|
2014
Q3 | $1.09M | Buy |
25,962
+268
| +1% | +$11.2K | 0.21% | 112 |
|
|
2014
Q2 | $1.11M | Sell |
25,694
-218
| -0.8% | -$9.44K | 0.21% | 111 |
|
|
2014
Q1 | $1.11M | Sell |
25,912
-21,540
| -45% | -$924K | 0.22% | 101 |
|
|
2013
Q4 | $1.92M | Buy |
47,452
+6,897
| +17% | +$279K | 0.27% | 84 |
|
|
2013
Q3 | $1.48M | Sell |
40,555
-1,299
| -3% | -$47.5K | 0.23% | 101 |
|
|
2013
Q2 | $1.51M | Buy |
+41,854
| New | +$1.51M | 0.25% | 97 |
|