Capstone Wealth Management Group (Pennsylvania)’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 |
-6,108
| Closed | -$313K | – | 60 |
|
|
2022
Q4 | $313K | Buy |
6,108
+96
| +2% | +$4.92K | 0.34% | 48 |
|
|
2022
Q3 | $263K | Buy |
6,012
+51
| +0.9% | +$2.23K | 0.34% | 50 |
|
|
2022
Q2 | $313K | Buy |
5,961
+45
| +0.8% | +$2.36K | 0.38% | 47 |
|
|
2022
Q1 | $306K | Buy |
5,916
+64
| +1% | +$3.31K | 0.31% | 53 |
|
|
2021
Q4 | $346K | Buy |
+5,852
| New | +$346K | 0.28% | 57 |
|