CWA
Clearview Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,337
| Closed | -$204K | – | 113 |
|
|
2024
Q1 | $204K | Sell |
7,337
-410
| -5% | -$11.4K | 0.21% | 102 |
|
|
2023
Q4 | $223K | Sell |
7,747
-6
| -0.1% | -$173 | 0.26% | 106 |
|
|
2023
Q3 | $257K | Sell |
7,753
-653
| -8% | -$21.7K | 0.32% | 104 |
|
|
2023
Q2 | $308K | Sell |
8,406
-697
| -8% | -$25.6K | 0.31% | 85 |
|
|
2023
Q1 | $371K | Sell |
9,103
-3,650
| -29% | -$149K | 0.38% | 78 |
|
|
2022
Q4 | $654K | Sell |
12,753
-36
| -0.3% | -$1.85K | 0.51% | 49 |
|
|
2022
Q3 | $560K | Buy |
12,789
+346
| +3% | +$15.2K | 0.44% | 40 |
|
|
2022
Q2 | $652K | Buy |
12,443
+266
| +2% | +$13.9K | 0.49% | 39 |
|
|
2022
Q1 | $630K | Sell |
12,177
-233
| -2% | -$12.1K | 0.41% | 44 |
|
|
2021
Q4 | $733K | Sell |
12,410
-1,489
| -11% | -$87.9K | 0.45% | 50 |
|
|
2021
Q3 | $598K | Buy |
13,899
+1,606
| +13% | +$69.1K | 0.38% | 61 |
|
|
2021
Q2 | $481K | Buy |
12,293
+773
| +7% | +$30.2K | 0.3% | 69 |
|
|
2021
Q1 | $417K | Sell |
11,520
-63
| -0.5% | -$2.28K | 0.27% | 75 |
|
|
2020
Q4 | $426K | Buy |
+11,583
| New | +$426K | 0.29% | 66 |
|