Oxford 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
Q2 | – | Sell |
-5,638
| Closed | -$230K | – | 302 |
|
|
2023
Q1 | $230K | Sell |
5,638
-1,339
| -19% | -$54.6K | 0.03% | 176 |
|
|
2022
Q4 | $358K | Buy |
+6,977
| New | +$358K | 0.04% | 138 |
|
|
2022
Q3 | – | Sell |
-7,260
| Closed | -$381K | – | 262 |
|
|
2022
Q2 | $381K | Buy |
+7,260
| New | +$381K | 0.06% | 128 |
|