GWAM
Guardian Wealth Advisors (Minnesota)’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,576
| Closed | -$234K | – | 70 |
|
|
2022
Q4 | $234K | Buy |
4,576
+2
| +0% | +$102 | 0.21% | 59 |
|
|
2022
Q3 | $200K | Buy |
4,574
+1
| +0% | +$44 | 0.19% | 59 |
|
|
2022
Q2 | $240K | Buy |
4,573
+2
| +0% | +$105 | 0.22% | 57 |
|
|
2022
Q1 | $237K | Buy |
4,571
+3
| +0.1% | +$156 | 0.19% | 59 |
|
|
2021
Q4 | $270K | Buy |
+4,568
| New | +$270K | 0.22% | 56 |
|