Mittelman Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,016
Closed -$336K 59
2024
Q2
$336K Buy
12,016
+4,166
+53% +$117K 0.22% 60
2024
Q1
$218K Buy
+7,850
New +$218K 0.15% 62