RIS
Retirement Income Solutions’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,693
| Closed | -$319K | – | 138 |
|
|
2023
Q2 | $319K | Sell |
8,693
-1,500
| -15% | -$55K | 0.09% | 103 |
|
|
2023
Q1 | $416K | Buy |
10,193
+1,228
| +14% | +$50.1K | 0.12% | 83 |
|
|
2022
Q4 | $459K | Buy |
+8,965
| New | +$459K | 0.15% | 74 |
|
|
2022
Q2 | – | Sell |
-3,855
| Closed | -$200K | – | 120 |
|
|
2022
Q1 | $200K | Sell |
3,855
-500
| -11% | -$25.9K | 0.06% | 112 |
|
|
2021
Q4 | $257K | Buy |
+4,355
| New | +$257K | 0.07% | 101 |
|
|
2019
Q4 | – | Sell |
-6,034
| Closed | -$217K | – | 80 |
|
|
2019
Q3 | $217K | Buy |
+6,034
| New | +$217K | 0.12% | 67 |
|