CWA
Clarus Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,732
| Closed | -$201K | – | 114 |
|
|
2022
Q1 | $201K | Buy |
+3,732
| New | +$201K | 0.13% | 104 |
|
|
2019
Q4 | – | Sell |
-6,391
| Closed | -$230K | – | 162 |
|
|
2019
Q3 | $230K | Buy |
6,391
+6,069
| +1,885% | +$218K | 0.17% | 121 |
|
|
2019
Q2 | $14K | Sell |
322
-1,319
| -80% | -$57.3K | 0.01% | 407 |
|
|
2019
Q1 | $70K | Buy |
1,641
+116
| +8% | +$4.95K | 0.05% | 250 |
|
|
2018
Q4 | $67K | Sell |
1,525
-173
| -10% | -$7.6K | 0.11% | 218 |
|
|
2018
Q3 | $75K | Sell |
1,698
-572
| -25% | -$25.3K | 0.05% | 240 |
|
|
2018
Q2 | $81K | Buy |
+2,270
| New | +$81K | 0.06% | 219 |
|
|
2018
Q1 | – | Sell |
-11,056
| Closed | -$400K | – | 141 |
|
|
2017
Q4 | $400K | Buy |
+11,056
| New | +$400K | 0.39% | 41 |
|