M. Kulyk & Associates’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 |
-7,286
| Closed | -$242K | – | 110 |
|
2023
Q3 | $242K | Sell |
7,286
-493
| -6% | -$16.4K | 0.07% | 87 |
|
2023
Q2 | $285K | Hold |
7,779
| – | – | 0.08% | 88 |
|
2023
Q1 | $317K | Hold |
7,779
| – | – | 0.1% | 86 |
|
2022
Q4 | $399K | Buy |
7,779
+284
| +4% | +$14.6K | 0.13% | 73 |
|
2022
Q3 | $328K | Buy |
7,495
+3
| +0% | +$131 | 0.11% | 79 |
|
2022
Q2 | $393K | Sell |
7,492
-448
| -6% | -$23.5K | 0.12% | 75 |
|
2022
Q1 | $411K | Buy |
7,940
+1,345
| +20% | +$69.6K | 0.11% | 74 |
|
2021
Q4 | $389K | Buy |
+6,595
| New | +$389K | 0.1% | 65 |
|