AG
Appleton Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,015
| Closed | -$257K | – | 35 |
|
|
2023
Q2 | $257K | Buy |
+7,015
| New | +$257K | 0.36% | 29 |
|
|
2023
Q1 | – | Sell |
-6,653
| Closed | -$341K | – | 42 |
|
|
2022
Q4 | $341K | Buy |
+6,653
| New | +$341K | 0.5% | 23 |
|
|
2022
Q2 | – | Sell |
-8,725
| Closed | -$452K | – | 40 |
|
|
2022
Q1 | $452K | Sell |
8,725
-380
| -4% | -$19.7K | 0.63% | 18 |
|
|
2021
Q4 | $538K | Sell |
9,105
-104
| -1% | -$6.15K | 0.54% | 20 |
|
|
2021
Q3 | $396K | Sell |
9,209
-369
| -4% | -$15.9K | 0.34% | 23 |
|
|
2021
Q2 | $375K | Buy |
9,578
+17
| +0.2% | +$666 | 0.29% | 36 |
|
|
2021
Q1 | $346K | Buy |
+9,561
| New | +$346K | 0.45% | 29 |
|