Astoria Portfolio Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,971
| Closed | -$653K | – | 199 |
|
|
2023
Q3 | $653K | Sell |
20,971
-832
| -4% | -$25.9K | 0.32% | 62 |
|
|
2023
Q2 | $786K | Buy |
21,803
+1,955
| +10% | +$70.5K | 0.3% | 62 |
|
|
2023
Q1 | $812K | Buy |
19,848
+1,530
| +8% | +$62.6K | 0.34% | 49 |
|
|
2022
Q4 | $826K | Buy |
18,318
+1,327
| +8% | +$59.9K | 0.39% | 49 |
|
|
2022
Q3 | $744K | Buy |
16,991
+3,828
| +29% | +$168K | 0.51% | 46 |
|
|
2022
Q2 | $690K | Buy |
13,163
+3,993
| +44% | +$209K | 0.5% | 48 |
|
|
2022
Q1 | $475K | Buy |
+9,170
| New | +$475K | 0.37% | 63 |
|