FGAM
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Financial Gravity Asset Management’s US Foods USFD Stock Holding History

Financial Gravity Asset Management’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33
Closed -$1.83K – 2393
2024
Q1 		$1.83K Buy
33
+25
+313% +$1.23K ﹤0.01% 1120
2023
Q4 		$445 Buy
8
+4
+100% +$165 ﹤0.01% 1171
2023
Q3 		$201 Buy
+4
New +$166 ﹤0.01% 951
2019
Q2 		– Sell
-38
Closed -$1K – 1679
2019
Q1 		$1K Buy
+38
New +$1.3K ﹤0.01% 1207
2018
Q3 		$1K Sell
38
-7,631
-100% -$264K ﹤0.01% 1265
2018
Q2 		$251K Buy
7,669
+2,998
+64% +$106K 0.24% 83
2018
Q1 		$158K Buy
+4,671
New +$153K 0.16% 133

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SHCM
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Invesco
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State Street
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