CWSR
Chessman Wealth Strategies RIA’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,438
| Closed | -$234K | – | 7 |
|
|
2019
Q2 | $234K | Hold |
5,438
| – | – | 1.27% | 12 |
|
|
2019
Q1 | $231K | Hold |
5,438
| – | – | 0.2% | 19 |
|
|
2018
Q4 | $237K | Sell |
5,438
-5,350
| -50% | -$233K | 0.25% | 19 |
|
|
2018
Q3 | $475K | Buy |
+10,788
| New | +$475K | 0.42% | 17 |
|