AWM
Avaii Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,532
| Closed | -$250K | – | 153 |
|
|
2023
Q3 | $250K | Buy |
7,532
+602
| +9% | +$20K | 0.19% | 115 |
|
|
2023
Q2 | $254K | Sell |
6,930
-301
| -4% | -$11K | 0.2% | 115 |
|
|
2023
Q1 | $295K | Buy |
7,231
+672
| +10% | +$27.4K | 0.26% | 93 |
|
|
2022
Q4 | $336K | Buy |
6,559
+1,389
| +27% | +$71.2K | 0.3% | 83 |
|
|
2022
Q3 | $226K | Buy |
5,170
+90
| +2% | +$3.93K | 0.23% | 98 |
|
|
2022
Q2 | $266K | Buy |
5,080
+873
| +21% | +$45.7K | 0.28% | 78 |
|
|
2022
Q1 | $218K | Sell |
4,207
-5,037
| -54% | -$261K | 0.2% | 98 |
|
|
2021
Q4 | $546K | Buy |
+9,244
| New | +$546K | 0.55% | 37 |
|