Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $53K | Hold |
1,500
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $52K | Sell |
1,500
-300
| -17% | -$10.4K | 0.01% | 256 |
|
|
2021
Q3 | $62K | Hold |
1,800
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $69K | Hold |
1,800
| – | – | 0.01% | 186 |
|
|
2021
Q1 | $69K | Sell |
1,800
-600
| -25% | -$23K | 0.01% | 151 |
|
|
2020
Q4 | $80K | Sell |
2,400
-600
| -20% | -$20K | 0.01% | 141 |
|
|
2020
Q3 | $67K | Sell |
3,000
-400
| -12% | -$8.93K | 0.01% | 136 |
|
|
2020
Q2 | $67K | Buy |
3,400
+2,000
| +143% | +$39.4K | 0.01% | 130 |
|
|
2020
Q1 | $25K | Buy |
1,400
+1,000
| +250% | +$17.9K | ﹤0.01% | 226 |
|
|
2019
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 361 |
|
|
2019
Q3 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 317 |
|