Oak Family 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
Q2 | – | Sell |
-20,000
| Closed | -$753K | – | 145 |
|
|
2022
Q1 | $753K | Hold |
20,000
| – | – | 0.29% | 60 |
|
|
2021
Q4 | $697K | Hold |
20,000
| – | – | 0.26% | 69 |
|
|
2021
Q3 | $693K | Hold |
20,000
| – | – | 0.25% | 62 |
|
|
2021
Q2 | $767K | Hold |
20,000
| – | – | 0.32% | 48 |
|
|
2021
Q1 | $762K | Hold |
20,000
| – | – | 0.33% | 47 |
|
|
2020
Q4 | $666K | Buy |
+20,000
| New | +$666K | 0.34% | 51 |
|