RLWM
RF&L Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,120
| Closed | -$206K | – | 58 |
|
|
2024
Q3 | $206K | Buy |
+7,120
| New | +$206K | 0.15% | 58 |
|
|
2024
Q1 | – | Sell |
-7,220
| Closed | -$208K | – | 57 |
|
|
2023
Q4 | $208K | Hold |
7,220
| – | – | 0.17% | 54 |
|
|
2023
Q3 | $239K | Hold |
7,220
| – | – | 0.22% | 51 |
|
|
2023
Q2 | $265K | Sell |
7,220
-30
| -0.4% | -$1.1K | 0.24% | 49 |
|
|
2023
Q1 | $296K | Hold |
7,250
| – | – | 0.29% | 46 |
|
|
2022
Q4 | $371K | Buy |
+7,250
| New | +$371K | 0.38% | 40 |
|