Yorktown Management & Research Company’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,000
| Closed | -$268K | – | 420 |
|
|
2017
Q3 | $268K | Hold |
5,000
| – | – | 0.07% | 294 |
|
|
2017
Q2 | $260K | Hold |
5,000
| – | – | 0.08% | 212 |
|
|
2017
Q1 | $258K | Hold |
5,000
| – | – | 0.07% | 243 |
|
|
2016
Q4 | $257K | Hold |
5,000
| – | – | 0.07% | 230 |
|
|
2016
Q3 | $214K | Buy |
+5,000
| New | +$214K | 0.05% | 245 |
|
|
2014
Q2 | – | Sell |
-71,200
| Closed | -$3.05M | – | 507 |
|
|
2014
Q1 | $3.05M | Hold |
71,200
| – | – | 0.58% | 39 |
|
|
2013
Q4 | $2.88M | Buy |
+71,200
| New | +$2.88M | 0.58% | 43 |
|