Altus 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
Q1 | – | Sell |
-4,221
| Closed | -$216K | – | 31 |
|
|
2022
Q4 | $216K | Buy |
+4,221
| New | +$216K | 0.19% | 27 |
|
|
2022
Q3 | – | Sell |
-4,177
| Closed | -$219K | – | 35 |
|
|
2022
Q2 | $219K | Buy |
4,177
+21
| +0.5% | +$1.1K | 0.17% | 33 |
|
|
2022
Q1 | $215K | Buy |
4,156
+21
| +0.5% | +$1.09K | 0.15% | 34 |
|
|
2021
Q4 | $244K | Buy |
+4,135
| New | +$244K | 0.15% | 33 |
|