BWM
BerganKDV Wealth Management’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $440 | Hold |
10
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $370 | Buy |
+10
| New | +$370 | ﹤0.01% | 999 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | – | – | 1095 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 990 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1016 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1006 |
|
|
2020
Q2 | $0 | Sell |
5
-25
| -83% | – | ﹤0.01% | 1099 |
|
|
2020
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 891 |
|