SWS
SYSTM Wealth Solutions’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-49
| Closed | -$2.6K | – | 608 |
|
|
2024
Q2 | $2.6K | Sell |
49
-6,254
| -99% | -$331K | ﹤0.01% | 606 |
|
|
2024
Q1 | $340K | Sell |
6,303
-794
| -11% | -$42.9K | 0.04% | 329 |
|
|
2023
Q4 | $322K | Buy |
7,097
+144
| +2% | +$6.54K | 0.04% | 323 |
|
|
2023
Q3 | $276K | Sell |
6,953
-103
| -1% | -$4.09K | 0.04% | 381 |
|
|
2023
Q2 | $310K | Buy |
7,056
+909
| +15% | +$40K | 0.04% | 385 |
|
|
2023
Q1 | $227K | Buy |
+6,147
| New | +$227K | 0.04% | 426 |
|