LWM
Ledge Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,294
| Closed | -$257K | – | 69 |
|
|
2023
Q1 | $257K | Sell |
6,294
-438
| -7% | -$17.9K | 0.12% | 58 |
|
|
2022
Q4 | $345K | Hold |
6,732
| – | – | 0.16% | 60 |
|
|
2022
Q3 | $295K | Sell |
6,732
-740
| -10% | -$32.4K | 0.18% | 57 |
|
|
2022
Q2 | $392K | Hold |
7,472
| – | – | 0.24% | 54 |
|
|
2022
Q1 | $387K | Buy |
+7,472
| New | +$387K | 0.24% | 60 |
|