JFG Wealth Management’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
-8,975
Closed -$530K 56
2021
Q4
$530K Sell
8,975
-20
-0.2% -$1.18K 0.2% 19
2021
Q3
$386K Hold
8,995
0.18% 27
2021
Q2
$352K Buy
+8,995
New +$352K 0.15% 29