Paragon Private Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,115
| Closed | -$262K | – | 135 |
|
|
2022
Q4 | $262K | Hold |
5,115
| – | – | 0.24% | 108 |
|
|
2022
Q3 | $233K | Sell |
5,115
-627
| -11% | -$28.6K | 0.23% | 108 |
|
|
2022
Q2 | $301K | Hold |
5,742
| – | – | 0.32% | 83 |
|
|
2022
Q1 | $306K | Sell |
5,742
-5
| -0.1% | -$266 | 0.3% | 80 |
|
|
2021
Q4 | $339K | Buy |
+5,747
| New | +$339K | 0.3% | 82 |
|