SPWG
Sage Private Wealth Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-303
| Closed | -$13K | – | 140 |
|
|
2022
Q3 | $13K | Buy |
303
+203
| +203% | +$8.71K | 0.02% | 133 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | 0.01% | 158 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | 0.01% | 156 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | 0.01% | 160 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | 0.01% | 156 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | 0.01% | 149 |
|