Valeo Financial Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-612
| Closed | -$23K | – | 1655 |
|
|
2021
Q1 | $23K | Buy |
612
+7
| +1% | +$263 | ﹤0.01% | 1070 |
|
|
2020
Q4 | $20K | Buy |
+605
| New | +$20K | ﹤0.01% | 1007 |
|
|
2020
Q3 | – | Sell |
-1,040
| Closed | -$21K | – | 2059 |
|
|
2020
Q2 | $21K | Buy |
+1,040
| New | +$21K | ﹤0.01% | 988 |
|
|
2019
Q2 | – | Sell |
-71
| Closed | -$2K | – | 1656 |
|
|
2019
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 1318 |
|
|
2018
Q3 | $2K | Buy |
71
+41
| +137% | +$1.16K | ﹤0.01% | 1511 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1514 |
|