AWM
Aspire Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,276
| Closed | -$208K | – | 184 |
|
|
2023
Q3 | $208K | Sell |
6,276
-85
| -1% | -$2.82K | 0.16% | 87 |
|
|
2023
Q2 | $233K | Sell |
6,361
-30
| -0.5% | -$1.1K | 0.18% | 82 |
|
|
2023
Q1 | $261K | Sell |
6,391
-6
| -0.1% | -$245 | 0.21% | 74 |
|
|
2022
Q4 | $328K | Sell |
6,397
-1
| -0% | -$51 | 0.29% | 61 |
|
|
2022
Q3 | $280K | Buy |
6,398
+3
| +0% | +$131 | 0.26% | 61 |
|
|
2022
Q2 | $335K | Sell |
6,395
-97
| -1% | -$5.08K | 0.31% | 60 |
|
|
2022
Q1 | $336K | Sell |
6,492
-195
| -3% | -$10.1K | 0.27% | 62 |
|
|
2021
Q4 | $395K | Buy |
+6,687
| New | +$395K | 0.32% | 54 |
|