Baystate Wealth Management’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $500 | Buy |
+11
| New | +$500 | ﹤0.01% | 1204 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 952 |
|
|
2021
Q4 | – | Sell |
-492
| Closed | -$17K | – | 992 |
|
|
2021
Q3 | $17K | Hold |
492
| – | – | ﹤0.01% | 462 |
|
|
2021
Q2 | $19K | Hold |
492
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $19K | Buy |
+492
| New | +$19K | ﹤0.01% | 380 |
|