Capital Directions Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $35.6K | Buy |
+694
| New | +$35.6K | 0.01% | 140 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 237 |
|
|
2022
Q2 | $1K | Sell |
20
-820
| -98% | -$41K | ﹤0.01% | 245 |
|
|
2022
Q1 | $43K | Buy |
+840
| New | +$43K | 0.01% | 156 |
|
|
2021
Q4 | – | Sell |
-1,202
| Closed | -$52K | – | 170 |
|
|
2021
Q3 | $52K | Buy |
1,202
+907
| +307% | +$39.2K | 0.02% | 137 |
|
|
2021
Q2 | $12K | Buy |
+295
| New | +$12K | ﹤0.01% | 204 |
|
|
2020
Q2 | – | Sell |
-285
| Closed | -$9K | – | 234 |
|
|
2020
Q1 | $9K | Sell |
285
-263
| -48% | -$8.31K | ﹤0.01% | 207 |
|
|
2019
Q4 | $20K | Hold |
548
| – | – | 0.01% | 190 |
|
|
2019
Q3 | $19K | Buy |
+548
| New | +$19K | 0.01% | 188 |
|
|
2018
Q3 | – | Sell |
-527
| Closed | -$18K | – | 210 |
|
|
2018
Q2 | $18K | Buy |
+527
| New | +$18K | 0.01% | 111 |
|