Scott Capital Advisors’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 |
-6,191
| Closed | -$206K | – | 52 |
|
|
2023
Q3 | $206K | Buy |
6,191
+326
| +6% | +$10.8K | 0.08% | 46 |
|
|
2023
Q2 | $215K | Buy |
5,865
+147
| +3% | +$5.39K | 0.09% | 43 |
|
|
2023
Q1 | $233K | Sell |
5,718
-48
| -0.8% | -$1.96K | 0.11% | 41 |
|
|
2022
Q4 | $295K | Sell |
5,766
-466
| -7% | -$23.9K | 0.17% | 35 |
|
|
2022
Q3 | $273K | Buy |
6,232
+4
| +0.1% | +$175 | 0.19% | 31 |
|
|
2022
Q2 | $327K | Buy |
6,228
+867
| +16% | +$45.5K | 0.22% | 32 |
|
|
2022
Q1 | $278K | Buy |
+5,361
| New | +$278K | 0.16% | 39 |
|