Spire Wealth Management’s Performance Food Group PFGC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,214
Closed -$80.2K 2244
2024
Q2
$80.2K Sell
1,214
-368
-23% -$24.3K ﹤0.01% 963
2024
Q1
$118K Buy
1,582
+385
+32% +$28.7K ﹤0.01% 939
2023
Q4
$84.9K Sell
1,197
-139
-10% -$9.86K ﹤0.01% 1039
2023
Q3
$78.6K Hold
1,336
﹤0.01% 1022
2023
Q2
$80.5K Hold
1,336
﹤0.01% 1036
2023
Q1
$80.6K Sell
1,336
-700
-34% -$42.2K ﹤0.01% 1031
2022
Q4
$119K Sell
2,036
-174
-8% -$10.2K 0.01% 697
2022
Q3
$95K Sell
2,210
-403
-15% -$17.3K 0.01% 725
2022
Q2
$120K Sell
2,613
-492
-16% -$22.6K ﹤0.01% 970
2022
Q1
$158K Sell
3,105
-184
-6% -$9.36K ﹤0.01% 986
2021
Q4
$151K Sell
3,289
-458
-12% -$21K ﹤0.01% 1229
2021
Q3
$174K Sell
3,747
-178
-5% -$8.27K ﹤0.01% 975
2021
Q2
$190K Buy
3,925
+1,142
+41% +$55.3K 0.01% 956
2021
Q1
$160K Buy
+2,783
New +$160K ﹤0.01% 1168