Costello Asset 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 | – | Sell |
-550
| Closed | -$21.8K | – | 196 |
|
2023
Q3 | $21.8K | Sell |
550
-1,200
| -69% | -$47.6K | 0.02% | 114 |
|
2023
Q2 | $77K | Hold |
1,750
| – | – | 0.07% | 75 |
|
2023
Q1 | $64.6K | Hold |
1,750
| – | – | 0.07% | 80 |
|
2022
Q4 | $59.5K | Buy |
1,750
+150
| +9% | +$5.1K | 0.05% | 83 |
|
2022
Q3 | $42K | Buy |
+1,600
| New | +$42K | 0.04% | 95 |
|