PWA
Pillar Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,155
| Closed | -$204K | – | 72 |
|
|
2023
Q3 | $204K | Hold |
6,155
| – | – | 0.18% | 67 |
|
|
2023
Q2 | $226K | Sell |
6,155
-1,024
| -14% | -$37.6K | 0.19% | 63 |
|
|
2023
Q1 | $293K | Buy |
7,179
+824
| +13% | +$33.6K | 0.29% | 54 |
|
|
2022
Q4 | $326K | Hold |
6,355
| – | – | 0.31% | 50 |
|
|
2022
Q3 | $278K | Hold |
6,355
| – | – | 0.28% | 46 |
|
|
2022
Q2 | $333K | Hold |
6,355
| – | – | 0.34% | 42 |
|
|
2022
Q1 | $329K | Sell |
6,355
-5,172
| -45% | -$268K | 0.32% | 41 |
|
|
2021
Q4 | $681K | Buy |
+11,527
| New | +$681K | 0.65% | 29 |
|