Clear Perspectives Financial Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $12.9K | Sell |
315
-1,835
| -85% | -$74.9K | 0.01% | 134 |
|
|
2022
Q4 | $110K | Sell |
2,150
-45
| -2% | -$2.31K | 0.06% | 54 |
|
|
2022
Q3 | $96K | Buy |
2,195
+1,880
| +597% | +$82.2K | 0.05% | 60 |
|
|
2022
Q2 | $17K | Hold |
315
| – | – | 0.01% | 138 |
|
|
2022
Q1 | $16K | Hold |
315
| – | – | 0.01% | 144 |
|
|
2021
Q4 | $19K | Hold |
315
| – | – | 0.01% | 148 |
|
|
2021
Q3 | $14K | Hold |
315
| – | – | 0.01% | 145 |
|
|
2021
Q2 | $12K | Hold |
315
| – | – | 0.01% | 157 |
|
|
2021
Q1 | $11K | Hold |
315
| – | – | 0.01% | 147 |
|
|
2020
Q4 | $12K | Buy |
+315
| New | +$12K | 0.01% | 138 |
|