WFG Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $743K | Buy |
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|
2017
Q1 | $267K | Buy |
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|
2016
Q4 | $251K | Sell |
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|
2016
Q3 | $210K | Buy |
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|
2016
Q2 | $197K | Buy |
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|
2016
Q1 | $198K | Sell |
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|
2015
Q4 | $210K | Buy |
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|
2015
Q3 | $201K | Sell |
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|
2015
Q2 | $356K | Sell |
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|
2015
Q1 | $637K | Sell |
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|
2014
Q4 | $1.06M | Sell |
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|
2014
Q3 | $1.09M | Buy |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.11M | Sell |
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|
2013
Q4 | $1.92M | Buy |
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|
2013
Q3 | $1.48M | Sell |
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|
2013
Q2 | $1.51M | Buy |
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