Independent Family Office’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,993
| Closed | -$236K | – | 72 |
|
|
2021
Q4 | $236K | Sell |
3,993
-2,660
| -40% | -$157K | 0.09% | 51 |
|
|
2021
Q3 | $286K | Sell |
6,653
-428
| -6% | -$18.4K | 0.12% | 40 |
|
|
2021
Q2 | $277K | Hold |
7,081
| – | – | 0.11% | 48 |
|
|
2021
Q1 | $257K | Sell |
7,081
-4
| -0.1% | -$145 | 0.1% | 56 |
|
|
2020
Q4 | $261K | Buy |
+7,085
| New | +$261K | 0.11% | 53 |
|