Cooper/Haims Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,185
| Closed | -$266K | – | 74 |
|
|
2022
Q4 | $266K | Sell |
5,185
-68
| -1% | -$3.49K | 0.19% | 57 |
|
|
2022
Q3 | $230K | Sell |
5,253
-56
| -1% | -$2.45K | 0.19% | 57 |
|
|
2022
Q2 | $278K | Buy |
5,309
+324
| +6% | +$17K | 0.18% | 55 |
|
|
2022
Q1 | $258K | Buy |
4,985
+1,458
| +41% | +$75.5K | 0.17% | 63 |
|
|
2021
Q4 | $208K | Buy |
+3,527
| New | +$208K | 0.13% | 73 |
|