Barnes Pettey Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,050
| Closed | -$208K | – | 105 |
|
|
2022
Q4 | $208K | Buy |
+4,050
| New | +$208K | 0.21% | 97 |
|
|
2022
Q3 | – | Sell |
-4,031
| Closed | -$211K | – | 89 |
|
|
2022
Q2 | $211K | Hold |
4,031
| – | – | 0.27% | 82 |
|
|
2022
Q1 | $209K | Hold |
4,031
| – | – | 0.25% | 87 |
|
|
2021
Q4 | $238K | Buy |
+4,031
| New | +$238K | 0.27% | 81 |
|