Belpointe Asset Management’s Performance Food Group PFGC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,322
Closed -$140K 2544
2023
Q1
$140K Sell
2,322
-8,191
-78% -$494K 0.01% 1118
2022
Q4
$614K Buy
10,513
+737
+8% +$43K 0.04% 457
2022
Q3
$420K Buy
9,776
+579
+6% +$24.9K 0.03% 573
2022
Q2
$423K Buy
+9,197
New +$423K 0.03% 560