Meridian Wealth Management’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,876
| Closed | -$259K | – | 581 |
|
|
2022
Q1 | $259K | Hold |
6,876
| – | – | 0.03% | 337 |
|
|
2021
Q4 | $239K | Sell |
6,876
-1,046
| -13% | -$36.4K | 0.03% | 359 |
|
|
2021
Q3 | $275K | Buy |
7,922
+100
| +1% | +$3.47K | 0.03% | 322 |
|
|
2021
Q2 | $300K | Hold |
7,822
| – | – | 0.04% | 300 |
|
|
2021
Q1 | $298K | Buy |
+7,822
| New | +$298K | 0.04% | 280 |
|