SWM
Scissortail Wealth Management’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,058
| Closed | -$225K | – | 133 |
|
2024
Q2 | $225K | Buy |
+8,058
| New | +$225K | 0.06% | 111 |
|
2022
Q3 | – | Sell |
-5,039
| Closed | -$298K | – | 129 |
|
2022
Q2 | $298K | Buy |
+5,039
| New | +$298K | 0.11% | 70 |
|
2022
Q1 | – | Sell |
-5,039
| Closed | -$298K | – | 130 |
|
2021
Q4 | $298K | Buy |
+5,039
| New | +$298K | 0.11% | 70 |
|