Wealthspire Advisors (Maryland)’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,020
| Closed | -$40K | – | 1605 |
|
|
2019
Q1 | $40K | Sell |
1,020
-341
| -25% | -$13.4K | ﹤0.01% | 976 |
|
|
2018
Q4 | $44K | Sell |
1,361
-134
| -9% | -$4.33K | ﹤0.01% | 915 |
|
|
2018
Q3 | $50K | Buy |
1,495
+694
| +87% | +$23.2K | ﹤0.01% | 972 |
|
|
2018
Q2 | $29K | Buy |
801
+19
| +2% | +$688 | ﹤0.01% | 1169 |
|
|
2018
Q1 | $23K | Sell |
782
-25
| -3% | -$735 | ﹤0.01% | 1256 |
|
|
2017
Q4 | $27K | Hold |
807
| – | – | ﹤0.01% | 1233 |
|
|
2017
Q3 | $23K | Sell |
807
-102
| -11% | -$2.91K | ﹤0.01% | 1254 |
|
|
2017
Q2 | $25K | Buy |
909
+220
| +32% | +$6.05K | ﹤0.01% | 1186 |
|
|
2017
Q1 | $16K | Buy |
689
+145
| +27% | +$3.37K | ﹤0.01% | 1162 |
|
|
2016
Q4 | $13K | Buy |
+544
| New | +$13K | ﹤0.01% | 1141 |
|