Transform Wealth’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-69,749
Closed -$2.15M 202
2018
Q3
$2.15M Buy
69,749
+2,914
+4% +$89.8K 0.37% 85
2018
Q2
$2.53M Buy
66,835
+4,649
+7% +$176K 0.46% 76
2018
Q1
$2.04M Buy
62,186
+3,237
+5% +$106K 0.39% 90
2017
Q4
$1.88M Buy
58,949
+4,753
+9% +$152K 0.35% 92
2017
Q3
$1.45M Buy
+54,196
New +$1.45M 0.51% 67