Exencial Wealth Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,050
| Closed | -$574K | – | 437 |
|
|
2023
Q2 | $574K | Sell |
13,050
-417
| -3% | -$18.3K | 0.03% | 279 |
|
|
2023
Q1 | $497K | Sell |
13,467
-669
| -5% | -$24.7K | 0.03% | 279 |
|
|
2022
Q4 | $481K | Sell |
14,136
-130
| -0.9% | -$4.42K | 0.03% | 289 |
|
|
2022
Q3 | $377K | Sell |
14,266
-10
| -0.1% | -$264 | 0.02% | 313 |
|
|
2022
Q2 | $438K | Sell |
14,276
-3
| -0% | -$92 | 0.02% | 287 |
|
|
2022
Q1 | $537K | Buy |
14,279
+11
| +0.1% | +$414 | 0.03% | 284 |
|
|
2021
Q4 | $497K | Sell |
14,268
-43
| -0.3% | -$1.5K | 0.02% | 311 |
|
|
2021
Q3 | $496K | Buy |
+14,311
| New | +$496K | 0.02% | 244 |
|
|
2021
Q2 | – | Sell |
-14,284
| Closed | -$545K | – | 465 |
|
|
2021
Q1 | $545K | Hold |
14,284
| – | – | 0.03% | 267 |
|
|
2020
Q4 | $476K | Buy |
+14,284
| New | +$476K | 0.03% | 248 |
|