Lockerman Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,512
| Closed | -$282K | – | 79 |
|
2022
Q4 | $282K | Sell |
5,512
-107
| -2% | -$5.48K | 0.82% | 44 |
|
2022
Q3 | $246K | Sell |
5,619
-289
| -5% | -$12.7K | 0.71% | 44 |
|
2022
Q2 | $310K | Buy |
5,908
+159
| +3% | +$8.34K | 0.99% | 31 |
|
2022
Q1 | $298K | Buy |
5,749
+356
| +7% | +$18.5K | 0.81% | 35 |
|
2021
Q4 | $319K | Buy |
+5,393
| New | +$319K | 0.83% | 34 |
|