Jacobi Capital Management’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-350
| Closed | -$12K | – | 1274 |
|
|
2021
Q3 | $12K | Hold |
350
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q2 | $13K | Sell |
350
-50
| -13% | -$1.86K | ﹤0.01% | 964 |
|
|
2021
Q1 | $15K | Hold |
400
| – | – | ﹤0.01% | 858 |
|
|
2020
Q4 | $13K | Hold |
400
| – | – | ﹤0.01% | 823 |
|
|
2020
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 833 |
|
|
2020
Q2 | $8K | Hold |
400
| – | – | ﹤0.01% | 827 |
|
|
2020
Q1 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 773 |
|