GSWM
Greenup Street Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,223
| Closed | -$216K | – | 83 |
|
|
2022
Q4 | $216K | Sell |
4,223
-568
| -12% | -$29.1K | 0.09% | 77 |
|
|
2022
Q3 | $210K | Buy |
4,791
+4
| +0.1% | +$175 | 0.09% | 74 |
|
|
2022
Q2 | $251K | Buy |
4,787
+228
| +5% | +$12K | 0.12% | 74 |
|
|
2022
Q1 | $236K | Buy |
4,559
+125
| +3% | +$6.47K | 0.13% | 72 |
|
|
2021
Q4 | $262K | Buy |
+4,434
| New | +$262K | 0.15% | 73 |
|