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 |
|