Schubert & Co’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$816 | – | 1097 |
|
|
2023
Q1 | $816 | Sell |
20
-808
| -98% | -$33K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $42.4K | Sell |
828
-98
| -11% | -$5.02K | 0.04% | 68 |
|
|
2022
Q3 | $41K | Sell |
926
-24
| -3% | -$1.06K | 0.04% | 73 |
|
|
2022
Q2 | $50K | Buy |
950
+58
| +7% | +$3.05K | 0.05% | 70 |
|
|
2022
Q1 | $46K | Sell |
892
-7,579
| -89% | -$391K | 0.05% | 56 |
|
|
2021
Q4 | $500K | Buy |
+8,471
| New | +$500K | 0.51% | 11 |
|