Royal Capital Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,675
| Closed | -$221K | – | 98 |
|
|
2023
Q3 | $221K | Sell |
6,675
-2,300
| -26% | -$76.3K | 0.21% | 79 |
|
|
2023
Q2 | $329K | Sell |
8,975
-365
| -4% | -$13.4K | 0.31% | 62 |
|
|
2023
Q1 | $381K | Sell |
9,340
-100
| -1% | -$4.08K | 0.38% | 55 |
|
|
2022
Q4 | $484K | Hold |
9,440
| – | – | 0.51% | 38 |
|
|
2022
Q3 | $413K | Sell |
9,440
-570
| -6% | -$24.9K | 0.48% | 45 |
|
|
2022
Q2 | $525K | Sell |
10,010
-1,870
| -16% | -$98.1K | 0.57% | 40 |
|
|
2022
Q1 | $615K | Buy |
11,880
+1,150
| +11% | +$59.5K | 0.6% | 41 |
|
|
2021
Q4 | $634K | Buy |
+10,730
| New | +$634K | 0.62% | 42 |
|