NWM
NEIRG Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,094
| Closed | -$334K | – | 84 |
|
|
2023
Q2 | $334K | Sell |
9,094
-25
| -0.3% | -$917 | 0.06% | 114 |
|
|
2023
Q1 | $372K | Sell |
9,119
-689
| -7% | -$28.1K | 0.06% | 115 |
|
|
2022
Q4 | $503K | Buy |
9,808
+1,186
| +14% | +$60.8K | 0.09% | 104 |
|
|
2022
Q3 | $377K | Sell |
8,622
-49,487
| -85% | -$2.16M | 0.08% | 112 |
|
|
2022
Q2 | $3.05M | Buy |
58,109
+23,727
| +69% | +$1.24M | 0.67% | 42 |
|
|
2022
Q1 | $1.78M | Buy |
34,382
+12,294
| +56% | +$636K | 0.35% | 60 |
|
|
2021
Q4 | $1.3M | Buy |
+22,088
| New | +$1.3M | 0.25% | 62 |
|