Peak Financial Advisors’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 |
-4,835
| Closed | -$248K | – | 68 |
|
|
2022
Q4 | $248K | Buy |
+4,835
| New | +$248K | 0.23% | 51 |
|
|
2022
Q3 | – | Sell |
-3,996
| Closed | -$210K | – | 67 |
|
|
2022
Q2 | $210K | Sell |
3,996
-10,736
| -73% | -$564K | 0.21% | 64 |
|
|
2022
Q1 | $763K | Sell |
14,732
-299
| -2% | -$15.5K | 0.65% | 40 |
|
|
2021
Q4 | $888K | Buy |
15,031
+3,813
| +34% | +$225K | 0.68% | 33 |
|
|
2021
Q3 | $482K | Buy |
+11,218
| New | +$482K | 0.42% | 39 |
|