Affinity Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,471
| Closed | -$511K | – | 115 |
|
|
2021
Q4 | $511K | Buy |
9,471
+1,662
| +21% | +$89.7K | 0.11% | 65 |
|
|
2021
Q3 | $332K | Buy |
+7,809
| New | +$332K | 0.07% | 85 |
|
|
2020
Q1 | – | Sell |
-8,034
| Closed | -$299K | – | 88 |
|
|
2019
Q4 | $299K | Sell |
8,034
-203
| -2% | -$7.56K | 0.11% | 74 |
|
|
2019
Q3 | $281K | Sell |
8,237
-1,257
| -13% | -$42.9K | 0.11% | 73 |
|
|
2019
Q2 | $390K | Sell |
9,494
-332
| -3% | -$13.6K | 0.15% | 71 |
|
|
2019
Q1 | $396K | Hold |
9,826
| – | – | 0.16% | 71 |
|
|
2018
Q4 | $407K | Buy |
+9,826
| New | +$407K | 0.25% | 62 |
|
|
2017
Q3 | $226K | Sell |
6,664
-33
| -0.5% | -$1.12K | 0.14% | 62 |
|
|
2017
Q2 | $213K | Buy |
+6,697
| New | +$213K | 0.14% | 63 |
|