IAG Wealth Partners’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-290
| Closed | -$12K | – | 399 |
|
|
2021
Q1 | $12K | Hold |
290
| – | – | ﹤0.01% | 245 |
|
|
2020
Q4 | $10K | Hold |
290
| – | – | ﹤0.01% | 241 |
|
|
2020
Q3 | $7K | Hold |
290
| – | – | ﹤0.01% | 265 |
|
|
2020
Q2 | $6K | Buy |
290
+40
| +16% | +$828 | ﹤0.01% | 276 |
|
|
2020
Q1 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 276 |
|