Alterna Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,300
| Closed | -$257K | – | 123 |
|
2023
Q1 | $257K | Hold |
6,300
| – | – | 0.32% | 60 |
|
2022
Q4 | $323K | Hold |
6,300
| – | – | 0.36% | 52 |
|
2022
Q3 | $276K | Hold |
6,300
| – | – | 0.33% | 56 |
|
2022
Q2 | $330K | Buy |
+6,300
| New | +$330K | 0.34% | 56 |
|
2019
Q1 | – | Sell |
-81,366
| Closed | -$2.59M | – | 273 |
|
2018
Q4 | $2.59M | Buy |
+81,366
| New | +$2.59M | 0.42% | 37 |
|