BBWP
Beacon Bridge Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,624
| Closed | -$220K | – | 108 |
|
|
2023
Q3 | $220K | Sell |
6,624
-5,401
| -45% | -$179K | 0.12% | 89 |
|
|
2023
Q2 | $441K | Buy |
12,025
+663
| +6% | +$24.3K | 0.23% | 45 |
|
|
2023
Q1 | $464K | Buy |
11,362
+719
| +7% | +$29.3K | 0.28% | 41 |
|
|
2022
Q4 | $545K | Buy |
+10,643
| New | +$545K | 0.4% | 32 |
|