CWM
Cordatus Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-51,071
| Closed | -$1.87M | – | 119 |
|
|
2023
Q2 | $1.87M | Buy |
+51,071
| New | +$1.87M | 0.7% | 50 |
|
|
2022
Q4 | – | Sell |
-6,888
| Closed | -$301K | – | 94 |
|
|
2022
Q3 | $301K | Sell |
6,888
-248
| -3% | -$10.8K | 0.32% | 52 |
|
|
2022
Q2 | $374K | Buy |
7,136
+1,078
| +18% | +$56.5K | 0.17% | 121 |
|
|
2022
Q1 | $314K | Sell |
6,058
-39,424
| -87% | -$2.04M | 0.11% | 137 |
|
|
2021
Q4 | $2.69M | Buy |
+45,482
| New | +$2.69M | 0.79% | 44 |
|