Whittier Trust’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$119 | – | 1679 |
|
|
2023
Q3 | $119 | Buy |
+3
| New | +$119 | ﹤0.01% | 1649 |
|
|
2022
Q4 | – | Sell |
-180
| Closed | -$5K | – | 1730 |
|
|
2022
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q2 | $6K | Sell |
180
-460
| -72% | -$15.3K | ﹤0.01% | 1412 |
|
|
2022
Q1 | $24K | Buy |
640
+180
| +39% | +$6.75K | ﹤0.01% | 1161 |
|
|
2021
Q4 | $16K | Hold |
460
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q3 | $16K | Hold |
460
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q2 | $18K | Hold |
460
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q1 | $18K | Hold |
460
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q4 | $15K | Buy |
460
+253
| +122% | +$8.25K | ﹤0.01% | 1106 |
|
|
2020
Q3 | $5K | Hold |
207
| – | – | ﹤0.01% | 1244 |
|
|
2020
Q2 | $4K | Hold |
207
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q1 | $4K | Hold |
207
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q4 | $9K | Buy |
+207
| New | +$9K | ﹤0.01% | 1150 |
|