Fortis Capital Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,078
Closed -$84.8K 464
2023
Q1
$84.8K Sell
2,078
-743
-26% -$30.3K 0.05% 213
2022
Q4
$145K Buy
+2,821
New +$145K 0.09% 150