BWM
Boyd Wealth Management’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,217
| Closed | -$216K | – | 43 |
|
2022
Q4 | $216K | Buy |
+4,217
| New | +$216K | 0.16% | 40 |
|
2022
Q3 | – | Sell |
-4,263
| Closed | -$224K | – | 43 |
|
2022
Q2 | $224K | Hold |
4,263
| – | – | 0.18% | 40 |
|
2022
Q1 | $221K | Buy |
4,263
+46
| +1% | +$2.39K | 0.17% | 37 |
|
2021
Q4 | $249K | Buy |
+4,217
| New | +$249K | 0.18% | 37 |
|