CCA
Conservest Capital Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,815
| Closed | -$247K | – | 103 |
|
2022
Q4 | $247K | Buy |
+4,815
| New | +$247K | 0.03% | 76 |
|
2022
Q3 | – | Sell |
-5,287
| Closed | -$277K | – | 81 |
|
2022
Q2 | $277K | Buy |
5,287
+488
| +10% | +$25.6K | 0.03% | 76 |
|
2022
Q1 | $248K | Buy |
4,799
+5
| +0.1% | +$258 | 0.03% | 76 |
|
2021
Q4 | $283K | Buy |
4,794
+4
| +0.1% | +$236 | 0.03% | 77 |
|
2021
Q3 | $206K | Buy |
+4,790
| New | +$206K | 0.02% | 78 |
|
2018
Q1 | – | Sell |
-5,665
| Closed | -$205K | – | 81 |
|
2017
Q4 | $205K | Buy |
+5,665
| New | +$205K | 0.04% | 79 |
|