Engrave Wealth Partners’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,458
Closed -$107K 324
2020
Q2
$107K Sell
3,458
-469
-12% -$14.5K 0.1% 75
2020
Q1
$121K Sell
3,927
-993
-20% -$30.6K 0.14% 53
2019
Q4
$182K Buy
+4,920
New +$182K 0.18% 47