CWA
Core Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-370
| Closed | -$10.3K | – | 188 |
|
|
2024
Q1 | $10.3K | Hold |
370
| – | – | ﹤0.01% | 188 |
|
|
2023
Q4 | $10.7K | Sell |
370
-700
| -65% | -$20.2K | ﹤0.01% | 182 |
|
|
2023
Q3 | $35.5K | Sell |
1,070
-197
| -16% | -$6.54K | 0.01% | 89 |
|
|
2023
Q2 | $46.5K | Sell |
1,267
-101
| -7% | -$3.71K | 0.02% | 83 |
|
|
2023
Q1 | $55.8K | Hold |
1,368
| – | – | 0.02% | 77 |
|
|
2022
Q4 | $70.1K | Buy |
1,368
+88
| +7% | +$4.51K | 0.03% | 72 |
|
|
2022
Q3 | $56K | Buy |
1,280
+155
| +14% | +$6.78K | 0.03% | 65 |
|
|
2022
Q2 | $59K | Hold |
1,125
| – | – | 0.04% | 64 |
|
|
2022
Q1 | $58K | Hold |
1,125
| – | – | 0.03% | 70 |
|
|
2021
Q4 | $66K | Hold |
1,125
| – | – | 0.04% | 70 |
|
|
2021
Q3 | $48K | Hold |
1,125
| – | – | 0.03% | 82 |
|
|
2021
Q2 | $44K | Hold |
1,125
| – | – | 0.03% | 76 |
|
|
2021
Q1 | $41K | Sell |
1,125
-100
| -8% | -$3.64K | 0.04% | 69 |
|
|
2020
Q4 | $45K | Sell |
1,225
-389
| -24% | -$14.3K | 0.04% | 58 |
|
|
2020
Q3 | $56K | Buy |
1,614
+1
| +0.1% | +$35 | 0.05% | 50 |
|
|
2020
Q2 | $50K | Sell |
1,613
-136
| -8% | -$4.22K | 0.04% | 55 |
|
|
2020
Q1 | $54K | Buy |
1,749
+491
| +39% | +$15.2K | 0.04% | 52 |
|
|
2019
Q4 | $47K | Buy |
+1,258
| New | +$47K | 0.03% | 53 |
|