TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-689
| Closed | -$25.5K | – | 2133 |
|
|
2023
Q1 | $25.5K | Buy |
689
+148
| +27% | +$5.47K | ﹤0.01% | 621 |
|
|
2022
Q4 | $18.4K | Sell |
541
-346
| -39% | -$11.8K | ﹤0.01% | 737 |
|
|
2022
Q3 | $23K | Buy |
887
+338
| +62% | +$8.76K | ﹤0.01% | 608 |
|
|
2022
Q2 | $17K | Buy |
549
+5
| +0.9% | +$155 | ﹤0.01% | 717 |
|
|
2022
Q1 | $20K | Hold |
544
| – | – | ﹤0.01% | 705 |
|
|
2021
Q4 | $19K | Hold |
544
| – | – | ﹤0.01% | 746 |
|
|
2021
Q3 | $19K | Buy |
544
+17
| +3% | +$594 | ﹤0.01% | 706 |
|
|
2021
Q2 | $20K | Buy |
527
+130
| +33% | +$4.93K | ﹤0.01% | 606 |
|
|
2021
Q1 | $15K | Hold |
397
| – | – | 0.01% | 654 |
|
|
2020
Q4 | $13K | Buy |
397
+36
| +10% | +$1.18K | 0.01% | 567 |
|
|
2020
Q3 | $8K | Buy |
361
+12
| +3% | +$266 | ﹤0.01% | 633 |
|
|
2020
Q2 | $7K | Buy |
349
+130
| +59% | +$2.61K | ﹤0.01% | 659 |
|
|
2020
Q1 | $4K | Sell |
219
-689
| -76% | -$12.6K | ﹤0.01% | 789 |
|
|
2019
Q4 | $38K | Buy |
908
+881
| +3,263% | +$36.9K | 0.01% | 434 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1310 |
|
|
2019
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1312 |
|
|
2018
Q4 | $1K | Buy |
27
+14
| +108% | +$519 | ﹤0.01% | 1313 |
|
|
2018
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1573 |
|