CONCORD WEALTH PARTNERS – U.S. Bancorp Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$415,000
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-12.39%
quarter
U.S. Bancorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.44% | -258 shares | -71K | $40.32 | 10.3K |
| Q2 2022 | share | Increase | +14.14% | 1.30K shares | -6K | $46.02 | 10.55K |
| Q1 2022 | share | Increase | +8.48% | 723 shares | 13K | $53.15 | 9.25K |
| Q4 2021 | share | Increase | +152.65% | 5.15K shares | 278K | $56.15 | 8.52K |
| Q3 2021 | share | Decrease | -53.50% | -3.88K shares | -212K | $59.44 | 3.37K |
| Q2 2021 | share | Increase | +27.67% | 1.57K shares | 99K | $56.54 | 7.25K |
| Q1 2021 | share | Increase | +213.57% | 3.87K shares | 230K | $54.49 | 5.68K |
| Q4 2020 | share | Increase | 0.00% | 1.81K shares | 84K | $45.55 | 1.81K |