RWB
RMR Wealth Builders’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,897
| Closed | -$328K | – | 242 |
|
|
2023
Q3 | $328K | Sell |
9,897
-447
| -4% | -$14.8K | 0.05% | 173 |
|
|
2023
Q2 | $379K | Buy |
10,344
+176
| +2% | +$6.46K | 0.06% | 142 |
|
|
2023
Q1 | $415K | Buy |
10,168
+43
| +0.4% | +$1.75K | 0.08% | 125 |
|
|
2022
Q4 | $519K | Sell |
10,125
-545
| -5% | -$27.9K | 0.12% | 93 |
|
|
2022
Q3 | $467K | Buy |
10,670
+1,556
| +17% | +$68.1K | 0.11% | 96 |
|
|
2022
Q2 | $478K | Buy |
9,114
+91
| +1% | +$4.77K | 0.12% | 109 |
|
|
2022
Q1 | $467K | Buy |
9,023
+797
| +10% | +$41.3K | 0.1% | 125 |
|
|
2021
Q4 | $486K | Sell |
8,226
-2,857
| -26% | -$169K | 0.14% | 68 |
|
|
2021
Q3 | $477K | Buy |
11,083
+1,948
| +21% | +$83.8K | 0.14% | 104 |
|
|
2021
Q2 | $358K | Sell |
9,135
-4,374
| -32% | -$171K | 0.12% | 120 |
|
|
2021
Q1 | $489K | Buy |
13,509
+6,894
| +104% | +$250K | 0.13% | 99 |
|
|
2020
Q4 | $243K | Sell |
6,615
-13,402
| -67% | -$532K | 0.12% | 134 |
|
|
2020
Q3 | $735K | Buy |
20,017
+17,256
| +625% | +$634K | 0.19% | 84 |
|
|
2020
Q2 | $91K | Buy |
+2,761
| New | +$91K | 0.08% | 175 |
|
|
2019
Q4 | $86K | Buy |
+2,200
| New | +$86K | 0.08% | 185 |
|