QFA
Quantum Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,555
| Closed | -$317K | – | 129 |
|
|
2023
Q3 | $317K | Buy |
9,555
+3,486
| +57% | +$116K | 0.09% | 74 |
|
|
2023
Q2 | $223K | Buy |
6,069
+998
| +20% | +$36.6K | 0.07% | 89 |
|
|
2023
Q1 | $207K | Hold |
5,071
| – | – | 0.07% | 92 |
|
|
2022
Q4 | $260K | Buy |
5,071
+2
| +0% | +$102 | 0.12% | 65 |
|
|
2022
Q3 | $222K | Buy |
5,069
+562
| +12% | +$24.6K | 0.1% | 71 |
|
|
2022
Q2 | $225K | Buy |
+4,507
| New | +$225K | 0.08% | 84 |
|