Petra 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
Q4 | – | Sell |
-13,772
| Closed | -$457K | – | 123 |
|
|
2023
Q3 | $457K | Buy |
13,772
+910
| +7% | +$30.2K | 0.38% | 74 |
|
|
2023
Q2 | $472K | Sell |
12,862
-1,091
| -8% | -$40K | 0.42% | 69 |
|
|
2023
Q1 | $569K | Buy |
13,953
+1,120
| +9% | +$45.7K | 0.56% | 35 |
|
|
2022
Q4 | $658K | Buy |
+12,833
| New | +$658K | 0.72% | 36 |
|