Level Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-134
| Closed | -$3.86K | – | 205 |
|
|
2023
Q4 | $3.86K | Sell |
134
-338
| -72% | -$9.73K | ﹤0.01% | 225 |
|
|
2023
Q3 | $15.7K | Sell |
472
-525
| -53% | -$17.4K | 0.01% | 168 |
|
|
2023
Q2 | $36.6K | Hold |
997
| – | – | 0.02% | 124 |
|
|
2023
Q1 | $40.7K | Sell |
997
-19
| -2% | -$775 | 0.02% | 109 |
|
|
2022
Q4 | $52K | Buy |
1,016
+19
| +2% | +$972 | 0.03% | 92 |
|
|
2022
Q3 | $44K | Hold |
997
| – | – | 0.03% | 99 |
|
|
2022
Q2 | $52K | Hold |
997
| – | – | 0.04% | 97 |
|
|
2022
Q1 | $52K | Hold |
997
| – | – | 0.04% | 83 |
|
|
2021
Q4 | $59K | Buy |
+997
| New | +$59K | 0.05% | 84 |
|