Willingdon Wealth Management’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 |
-11,663
| Closed | -$479K | – | 536 |
|
|
2019
Q3 | $479K | Sell |
11,663
-700
| -6% | -$28.7K | 0.11% | 101 |
|
|
2019
Q2 | $442K | Hold |
12,363
| – | – | 0.1% | 104 |
|
|
2019
Q1 | $432K | Hold |
12,363
| – | – | 0.11% | 111 |
|
|
2018
Q4 | $391K | Hold |
12,363
| – | – | 0.11% | 115 |
|
|
2018
Q3 | $381K | Hold |
12,363
| – | – | 0.1% | 115 |
|
|
2018
Q2 | $468K | Buy |
+12,363
| New | +$468K | 0.14% | 105 |
|