WCM
Windsor Capital Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,454
| Closed | -$100K | – | 418 |
|
|
2015
Q3 | $100K | Buy |
+2,454
| New | +$100K | 0.06% | 126 |
|
|
2014
Q1 | – | Sell |
-2,470
| Closed | -$100K | – | 287 |
|
|
2013
Q4 | $100K | Sell |
2,470
-3,999
| -62% | -$162K | 0.06% | 123 |
|
|
2013
Q3 | $237K | Buy |
6,469
+26
| +0.4% | +$953 | 0.14% | 74 |
|
|
2013
Q2 | $233K | Buy |
+6,443
| New | +$233K | 0.14% | 72 |
|