IRON Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-8,657
| Closed | -$318K | – | 113 |
|
2023
Q2 | $318K | Buy |
8,657
+564
| +7% | +$20.7K | 0.17% | 68 |
|
2023
Q1 | $330K | Buy |
8,093
+105
| +1% | +$4.28K | 0.18% | 65 |
|
2022
Q4 | $409K | Sell |
7,988
-46
| -0.6% | -$2.36K | 0.24% | 62 |
|
2022
Q3 | $352K | Buy |
8,034
+227
| +3% | +$9.95K | 0.19% | 68 |
|
2022
Q2 | $409K | Buy |
7,807
+64
| +0.8% | +$3.35K | 0.21% | 64 |
|
2022
Q1 | $401K | Sell |
7,743
-5,847
| -43% | -$303K | 0.18% | 75 |
|
2021
Q4 | $803K | Buy |
13,590
+1,250
| +10% | +$73.9K | 0.36% | 38 |
|
2021
Q3 | $531K | Buy |
+12,340
| New | +$531K | 0.25% | 46 |
|