RGT Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $258K | Buy |
5,907
+827
| +16% | +$36.1K | 0.04% | 64 |
|
|
2022
Q2 | $266K | Buy |
5,080
+130
| +3% | +$6.81K | 0.04% | 71 |
|
|
2022
Q1 | $256K | Hold |
4,950
| – | – | 0.04% | 67 |
|
|
2021
Q4 | $292K | Sell |
4,950
-954
| -16% | -$56.3K | 0.04% | 73 |
|
|
2021
Q3 | $254K | Buy |
+5,904
| New | +$254K | 0.05% | 44 |
|
|
2020
Q3 | – | Sell |
-6,984
| Closed | -$217K | – | 49 |
|
|
2020
Q2 | $217K | Buy |
+6,984
| New | +$217K | 0.06% | 36 |
|
|
2018
Q2 | – | Sell |
-17,722
| Closed | -$597K | – | 70 |
|
|
2018
Q1 | $597K | Sell |
17,722
-3,256
| -16% | -$110K | 0.29% | 39 |
|
|
2017
Q4 | $721K | Sell |
20,978
-454
| -2% | -$15.6K | 0.39% | 34 |
|
|
2017
Q3 | $726K | Buy |
21,432
+4,930
| +30% | +$167K | 0.48% | 28 |
|
|
2017
Q2 | $526K | Buy |
16,502
+4,662
| +39% | +$149K | 0.36% | 32 |
|
|
2017
Q1 | $384K | Sell |
11,840
-12,819
| -52% | -$416K | 0.26% | 49 |
|
|
2016
Q4 | $760K | Sell |
24,659
-5,636
| -19% | -$174K | 0.43% | 33 |
|
|
2016
Q3 | $974K | Buy |
+30,295
| New | +$974K | 0.6% | 25 |
|