CPWMP
PFE icon

Cardinal Point Wealth Management Partners’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,000
Closed -$210K 52
2022
Q2
$210K Hold
4,000
0.1% 47
2022
Q1
$207K Hold
4,000
0.09% 48
2021
Q4
$236K Buy
+4,000
New +$236K 0.1% 43