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Planning Solutions Group’s Pfizer PFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$942K Sell
21,743
-5,094
-19% -$221K 0.48% 39
2019
Q1
$1.14M Buy
26,837
+186
+0.7% +$7.89K 0.61% 33
2018
Q4
$1.16M Buy
+26,651
New +$1.16M 0.71% 26