CFA
Compass Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,845
| Closed | -$524K | – | 68 |
|
|
2023
Q1 | $524K | Sell |
12,845
-62
| -0.5% | -$2.53K | 0.66% | 52 |
|
|
2022
Q4 | $661K | Sell |
12,907
-69
| -0.5% | -$3.54K | 0.89% | 37 |
|
|
2022
Q3 | $568K | Buy |
12,976
+16
| +0.1% | +$700 | 0.84% | 40 |
|
|
2022
Q2 | $680K | Buy |
12,960
+67
| +0.5% | +$3.52K | 0.93% | 37 |
|
|
2022
Q1 | $667K | Buy |
12,893
+1,701
| +15% | +$88K | 0.74% | 46 |
|
|
2021
Q4 | $661K | Buy |
+11,192
| New | +$661K | 0.73% | 49 |
|