WealthPLAN Partners’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,575
| Closed | -$339K | – | 255 |
|
|
2019
Q3 | $339K | Hold |
8,575
| – | – | 0.05% | 173 |
|
|
2019
Q2 | $329K | Sell |
8,575
-100
| -1% | -$3.84K | 0.05% | 173 |
|
|
2019
Q1 | $330K | Sell |
8,675
-5,000
| -37% | -$190K | 0.05% | 190 |
|
|
2018
Q4 | $483K | Sell |
13,675
-5,000
| -27% | -$177K | 0.08% | 157 |
|
|
2018
Q3 | $603K | Hold |
18,675
| – | – | 0.11% | 132 |
|
|
2018
Q2 | $706K | Buy |
18,675
+100
| +0.5% | +$3.78K | 0.14% | 117 |
|
|
2018
Q1 | $609K | Sell |
18,575
-1,800
| -9% | -$59K | 0.13% | 124 |
|
|
2017
Q4 | $651K | Sell |
20,375
-5,450
| -21% | -$174K | 0.17% | 110 |
|
|
2017
Q3 | $690K | Sell |
25,825
-1,785
| -6% | -$47.7K | 0.19% | 94 |
|
|
2017
Q2 | $752K | Buy |
+27,610
| New | +$752K | 0.22% | 84 |
|