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Rooted Wealth Advisors’s Pfizer PFE Stock Holding History

Rooted Wealth Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,625
Closed -$205K – 80
2023
Q2 		$205K Buy
+5,625
New +$205K 0.14% 80