MWM
MBE Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,827
| Closed | -$247K | – | 77 |
|
|
2022
Q4 | $247K | Buy |
4,827
+194
| +4% | +$9.94K | 0.16% | 59 |
|
|
2022
Q3 | $203K | Sell |
4,633
-1,246
| -21% | -$54.6K | 0.15% | 57 |
|
|
2022
Q2 | $308K | Hold |
5,879
| – | – | 0.21% | 45 |
|
|
2022
Q1 | $304K | Sell |
5,879
-103
| -2% | -$5.33K | 0.18% | 47 |
|
|
2021
Q4 | $353K | Buy |
5,982
+623
| +12% | +$36.8K | 0.18% | 38 |
|
|
2021
Q3 | $231K | Buy |
5,359
+86
| +2% | +$3.71K | 0.12% | 53 |
|
|
2021
Q2 | $207K | Buy |
+5,273
| New | +$207K | 0.11% | 54 |
|
|
2020
Q2 | – | Sell |
-4,207
| Closed | -$137K | – | 381 |
|
|
2020
Q1 | $137K | Buy |
+4,207
| New | +$137K | 0.13% | 55 |
|