Ervin Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,228
| Closed | -$207K | – | 36 |
|
|
2023
Q3 | $207K | Sell |
6,228
-986
| -14% | -$32.7K | 0.17% | 35 |
|
|
2023
Q2 | $265K | Hold |
7,214
| – | – | 0.21% | 35 |
|
|
2023
Q1 | $291K | Sell |
7,214
-1,200
| -14% | -$48.5K | 0.25% | 33 |
|
|
2022
Q4 | $431K | Hold |
8,414
| – | – | 0.39% | 31 |
|
|
2022
Q3 | $368K | Hold |
8,414
| – | – | 0.36% | 31 |
|
|
2022
Q2 | $429K | Sell |
8,414
-500
| -6% | -$25.5K | 0.4% | 27 |
|
|
2022
Q1 | $467K | Hold |
8,914
| – | – | 0.36% | 27 |
|
|
2021
Q4 | $526K | Buy |
+8,914
| New | +$526K | 0.42% | 25 |
|