PPW
Pasadena Private Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,780
| Closed | -$223K | – | 110 |
|
|
2021
Q4 | $223K | Buy |
+3,780
| New | +$223K | 0.07% | 95 |
|
|
2021
Q1 | – | Sell |
-6,957
| Closed | -$256K | – | 86 |
|
|
2020
Q4 | $256K | Buy |
6,957
+148
| +2% | +$5.45K | 0.1% | 61 |
|
|
2020
Q3 | $250K | Buy |
+6,809
| New | +$250K | 0.1% | 57 |
|