Pettinga Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,948
| Closed | -$233K | – | 115 |
|
|
2021
Q4 | $233K | Sell |
3,948
-1,944
| -33% | -$115K | 0.06% | 97 |
|
|
2021
Q3 | $253K | Buy |
+5,892
| New | +$253K | 0.06% | 94 |
|
|
2019
Q3 | – | Sell |
-4,878
| Closed | -$201K | – | 93 |
|
|
2019
Q2 | $201K | Buy |
+4,878
| New | +$201K | 0.1% | 91 |
|
|
2019
Q1 | – | Sell |
-4,877
| Closed | -$202K | – | 99 |
|
|
2018
Q4 | $202K | Buy |
+4,877
| New | +$202K | 0.13% | 84 |
|