JSA
Jacobson & Schmitt Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,679
| Closed | -$208K | – | 66 |
|
|
2023
Q2 | $208K | Hold |
5,679
| – | – | 0.06% | 61 |
|
|
2023
Q1 | $232K | Hold |
5,679
| – | – | 0.07% | 55 |
|
|
2022
Q4 | $249K | Hold |
5,679
| – | – | 0.08% | 44 |
|
|
2022
Q3 | $249K | Hold |
5,679
| – | – | 0.08% | 44 |
|
|
2022
Q2 | $298K | Sell |
5,679
-1,025
| -15% | -$53.8K | 0.09% | 41 |
|
|
2022
Q1 | $347K | Buy |
+6,704
| New | +$347K | 0.09% | 42 |
|