OCTAVIA WEALTH ADVISORS, LLC – U.S. Bancorp Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$208,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC 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 | Increase | +6.45% | 309 shares | -16K | $40.32 | 5.09K |
| Q2 2022 | share | Decrease | -2.11% | -103 shares | -38K | $46.02 | 4.78K |
| Q1 2022 | share | Increase | +3.06% | 145 shares | -7K | $53.15 | 4.89K |
| Q4 2021 | share | Increase | +1.22% | 57 shares | -11K | $56.15 | 4.74K |
| Q3 2021 | share | Increase | +0.19% | 9 shares | 11K | $59.44 | 4.68K |
| Q2 2021 | share | Increase | +1.23% | 57 shares | 11K | $56.54 | 4.68K |
| Q1 2021 | share | Increase | 0.00% | 4.62K shares | 258K | $54.49 | 4.62K |