PWS
Precision Wealth Strategies’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,288
| Closed | -$257K | – | 73 |
|
|
2023
Q1 | $257K | Buy |
6,288
+45
| +0.7% | +$1.84K | 0.4% | 51 |
|
|
2022
Q4 | $320K | Sell |
6,243
-67
| -1% | -$3.43K | 0.33% | 67 |
|
|
2022
Q3 | $287K | Buy |
6,310
+174
| +3% | +$7.91K | 0.25% | 89 |
|
|
2022
Q2 | $318K | Buy |
6,136
+115
| +2% | +$5.96K | 0.25% | 97 |
|
|
2022
Q1 | $312K | Buy |
6,021
+2,255
| +60% | +$117K | 0.19% | 115 |
|
|
2021
Q4 | $222K | Buy |
+3,766
| New | +$222K | 0.16% | 121 |
|