Arcadia Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$18.3K | – | 85 |
|
|
2023
Q2 | $18.3K | Hold |
500
| – | – | 0.01% | 65 |
|
|
2023
Q1 | $20.4K | Hold |
500
| – | – | 0.01% | 61 |
|
|
2022
Q4 | $25.6K | Hold |
500
| – | – | 0.02% | 55 |
|
|
2022
Q3 | $21.9K | Hold |
500
| – | – | 0.02% | 57 |
|
|
2022
Q2 | $26.2K | Hold |
500
| – | – | 0.02% | 58 |
|
|
2022
Q1 | $25.9K | Hold |
500
| – | – | 0.02% | 64 |
|
|
2021
Q4 | $29.5K | Hold |
500
| – | – | 0.02% | 61 |
|
|
2021
Q3 | $21.5K | Hold |
500
| – | – | 0.01% | 64 |
|
|
2021
Q2 | $19.6K | Hold |
500
| – | – | 0.01% | 65 |
|
|
2021
Q1 | $18.1K | Hold |
500
| – | – | 0.01% | 60 |
|
|
2020
Q4 | $18.4K | Sell |
500
-439
| -47% | -$16.2K | 0.01% | 61 |
|
|
2020
Q3 | $32.7K | Buy |
+939
| New | +$32.7K | 0.02% | 53 |
|