IWS
Insight Wealth Strategies’s Performance Food Group PFGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,981
| Closed | -$1.94M | – | 165 |
|
|
2024
Q1 | $1.94M | Sell |
25,981
-1,541
| -6% | -$115K | 0.28% | 95 |
|
|
2023
Q4 | $1.9M | Buy |
27,522
+14,021
| +104% | +$970K | 0.31% | 75 |
|
|
2023
Q3 | $795K | Buy |
13,501
+565
| +4% | +$33.3K | 0.15% | 104 |
|
|
2023
Q2 | $779K | Buy |
12,936
+68
| +0.5% | +$4.1K | 0.15% | 99 |
|
|
2023
Q1 | $776K | Buy |
+12,868
| New | +$776K | 0.15% | 98 |
|