Lee Financial’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-320
| Closed | -$22.1K | – | 630 |
|
|
2023
Q4 | $22.1K | Hold |
320
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $18.8K | Hold |
320
| – | – | ﹤0.01% | 306 |
|
|
2023
Q2 | $19.3K | Hold |
320
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $19.3K | Hold |
320
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $18.7K | Hold |
320
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $14K | Sell |
320
-3
| -0.9% | -$131 | ﹤0.01% | 386 |
|
|
2022
Q2 | $15K | Buy |
323
+3
| +0.9% | +$139 | ﹤0.01% | 383 |
|
|
2022
Q1 | $16K | Buy |
320
+75
| +31% | +$3.75K | ﹤0.01% | 373 |
|
|
2021
Q4 | $11K | Hold |
245
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $11K | Hold |
245
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $12K | Hold |
245
| – | – | ﹤0.01% | 383 |
|
|
2021
Q1 | $14K | Buy |
245
+80
| +48% | +$4.57K | ﹤0.01% | 356 |
|
|
2020
Q4 | $8K | Hold |
165
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $6K | Hold |
165
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $5K | Buy |
165
+60
| +57% | +$1.82K | ﹤0.01% | 434 |
|
|
2020
Q1 | $3K | Hold |
105
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 415 |
|