Peninsula Wealth’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 |
-7,544
| Closed | -$308K | – | 77 |
|
|
2023
Q1 | $308K | Buy |
7,544
+3,384
| +81% | +$138K | 0.09% | 58 |
|
|
2022
Q4 | $213K | Buy |
+4,160
| New | +$213K | 0.07% | 68 |
|
|
2022
Q3 | – | Sell |
-5,882
| Closed | -$308K | – | 73 |
|
|
2022
Q2 | $308K | Buy |
5,882
+215
| +4% | +$11.3K | 0.1% | 47 |
|
|
2022
Q1 | $293K | Sell |
5,667
-103
| -2% | -$5.33K | 0.08% | 53 |
|
|
2021
Q4 | $341K | Buy |
+5,770
| New | +$341K | 0.09% | 49 |
|