Curran Financial Partners’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 |
-4,207
| Closed | -$216K | – | 68 |
|
|
2022
Q4 | $216K | Buy |
+4,207
| New | +$216K | 0.1% | 64 |
|
|
2022
Q3 | – | Sell |
-4,111
| Closed | -$216K | – | 62 |
|
|
2022
Q2 | $216K | Buy |
4,111
+234
| +6% | +$12.3K | 0.1% | 57 |
|
|
2022
Q1 | $201K | Sell |
3,877
-131
| -3% | -$6.79K | 0.08% | 75 |
|
|
2021
Q4 | $237K | Buy |
+4,008
| New | +$237K | 0.1% | 65 |
|