CWM
Collaborative Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,152
| Closed | -$213K | – | 172 |
|
|
2022
Q4 | $213K | Buy |
+4,152
| New | +$213K | 0.14% | 161 |
|
|
2022
Q3 | – | Sell |
-4,348
| Closed | -$228K | – | 183 |
|
|
2022
Q2 | $228K | Buy |
+4,348
| New | +$228K | 0.15% | 164 |
|
|
2021
Q4 | $349K | Buy |
+5,904
| New | +$349K | 0.19% | 147 |
|
|
2021
Q1 | $229K | Buy |
+4,428
| New | +$229K | 0.13% | 174 |
|