AWM
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AE Wealth Management’s Performance Food Group PFGC Stock Holding History

AE Wealth Management’s Portfolio PFGC Stock Details PFGC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,632
Closed -$279K – 2016
2023
Q1 		$279K Sell
4,632
-5,395
-54% -$326K ﹤0.01% 1587
2022
Q4 		$585K Buy
+10,027
New +$585K ﹤0.01% 1222