CWA
CJM Wealth Advisers’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,975
| Closed | -$285K | – | 56 |
|
|
2023
Q1 | $285K | Sell |
6,975
-242
| -3% | -$9.87K | 0.16% | 43 |
|
|
2022
Q4 | $370K | Buy |
7,217
+5
| +0.1% | +$256 | 0.23% | 35 |
|
|
2022
Q3 | $316K | Sell |
7,212
-77
| -1% | -$3.37K | 0.22% | 39 |
|
|
2022
Q2 | $382K | Buy |
7,289
+88
| +1% | +$4.61K | 0.27% | 34 |
|
|
2022
Q1 | $373K | Buy |
7,201
+7
| +0.1% | +$362 | 0.26% | 42 |
|
|
2021
Q4 | $425K | Buy |
+7,194
| New | +$425K | 0.3% | 38 |
|