Wealthspire Advisors (Maryland)’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-239
| Closed | -$8K | – | 1997 |
|
|
2019
Q1 | $8K | Sell |
239
-15
| -6% | -$502 | ﹤0.01% | 1641 |
|
|
2018
Q4 | $8K | Buy |
254
+187
| +279% | +$5.89K | ﹤0.01% | 1570 |
|
|
2018
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 2200 |
|
|
2018
Q2 | $3K | Sell |
67
-229
| -77% | -$10.3K | ﹤0.01% | 2058 |
|
|
2018
Q1 | $10K | Buy |
296
+229
| +342% | +$7.74K | ﹤0.01% | 1582 |
|
|
2017
Q4 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 2179 |
|
|
2017
Q3 | – | Sell |
-8
| Closed | – | – | 2482 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 2287 |
|
|
2017
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2025 |
|