Lifestyle Asset Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,137
| Closed | -$204K | – | 104 |
|
|
2023
Q3 | $204K | Sell |
6,137
-22,434
| -79% | -$744K | 0.12% | 83 |
|
|
2023
Q2 | $1.05M | Buy |
28,571
+2,846
| +11% | +$104K | 0.63% | 31 |
|
|
2023
Q1 | $1.05M | Buy |
25,725
+4,112
| +19% | +$168K | 0.7% | 30 |
|
|
2022
Q4 | $1.11M | Buy |
+21,613
| New | +$1.11M | 0.89% | 18 |
|