CAG
Curtis Advisory Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,800
| Closed | -$246K | – | 93 |
|
|
2022
Q4 | $246K | Sell |
4,800
-400
| -8% | -$20.5K | 0.1% | 74 |
|
|
2022
Q3 | $228K | Sell |
5,200
-411
| -7% | -$18K | 0.09% | 79 |
|
|
2022
Q2 | $294K | Hold |
5,611
| – | – | 0.12% | 70 |
|
|
2022
Q1 | $290K | Hold |
5,611
| – | – | 0.1% | 72 |
|
|
2021
Q4 | $331K | Hold |
5,611
| – | – | 0.11% | 66 |
|
|
2021
Q3 | $241K | Buy |
5,611
+111
| +2% | +$4.77K | 0.09% | 67 |
|
|
2021
Q2 | $215K | Buy |
+5,500
| New | +$215K | 0.09% | 70 |
|