AGA
Arkos Global Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,543
| Closed | -$203K | – | 107 |
|
2023
Q2 | $203K | Buy |
5,543
+10
| +0.2% | +$366 | 0.04% | 99 |
|
2023
Q1 | $226K | Buy |
5,533
+1,557
| +39% | +$63.6K | 0.05% | 85 |
|
2022
Q4 | $204K | Buy |
+3,976
| New | +$204K | 0.05% | 90 |
|
2022
Q3 | – | Sell |
-5,612
| Closed | -$294K | – | 94 |
|
2022
Q2 | $294K | Buy |
5,612
+1,024
| +22% | +$53.6K | 0.08% | 64 |
|
2022
Q1 | $237K | Buy |
4,588
+564
| +14% | +$29.1K | 0.06% | 82 |
|
2021
Q4 | $238K | Sell |
4,024
-700
| -15% | -$41.4K | 0.07% | 80 |
|
2021
Q3 | $203K | Buy |
+4,724
| New | +$203K | 0.07% | 86 |
|
2021
Q2 | – | Sell |
-6,187
| Closed | -$224K | – | 95 |
|
2021
Q1 | $224K | Buy |
6,187
+110
| +2% | +$3.98K | 0.09% | 77 |
|
2020
Q4 | $224K | Hold |
6,077
| – | – | 0.09% | 74 |
|
2020
Q3 | $223K | Sell |
6,077
-4,612
| -43% | -$169K | 0.1% | 73 |
|
2020
Q2 | $350K | Hold |
10,689
| – | – | 0.18% | 59 |
|
2020
Q1 | $349K | Buy |
+10,689
| New | +$349K | 0.23% | 47 |
|