Mount Yale Investment Advisors’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787 | Buy |
+9
| New | +$787 | ﹤0.01% | 1398 |
|
|
2021
Q2 | – | Sell |
-5,154
| Closed | -$297K | – | 444 |
|
|
2021
Q1 | $297K | Sell |
5,154
-190
| -4% | -$10.9K | 0.04% | 312 |
|
|
2020
Q4 | $254K | Buy |
+5,344
| New | +$254K | 0.04% | 333 |
|
|
2018
Q4 | – | Sell |
-2,413
| Closed | -$79K | – | 648 |
|
|
2018
Q3 | $79K | Buy |
2,413
+156
| +7% | +$5.11K | 0.01% | 512 |
|
|
2018
Q2 | $83K | Sell |
2,257
-42
| -2% | -$1.55K | 0.02% | 520 |
|
|
2018
Q1 | $69K | Buy |
+2,299
| New | +$69K | 0.01% | 553 |
|