PA
Parkside Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,411
| Closed | -$213K | – | 88 |
|
2023
Q4 | $213K | Buy |
7,411
+23
| +0.3% | +$662 | 0.06% | 77 |
|
2023
Q3 | $245K | Hold |
7,388
| – | – | 0.08% | 69 |
|
2023
Q2 | $271K | Hold |
7,388
| – | – | 0.08% | 62 |
|
2023
Q1 | $302K | Buy |
7,388
+35
| +0.5% | +$1.43K | 0.1% | 59 |
|
2022
Q4 | $377K | Buy |
+7,353
| New | +$377K | 0.13% | 49 |
|