SWM
Selective Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,216
| Closed | -$257K | – | 101 |
|
|
2023
Q2 | $257K | Buy |
+7,216
| New | +$257K | 0.13% | 88 |
|
|
2022
Q4 | $293K | Buy |
6,502
+1,066
| +20% | +$48.1K | 0.15% | 87 |
|
|
2022
Q3 | $238K | Sell |
5,436
-2,000
| -27% | -$87.6K | 0.1% | 107 |
|
|
2022
Q2 | $390K | Buy |
7,436
+288
| +4% | +$15.1K | 0.14% | 92 |
|
|
2022
Q1 | $370K | Sell |
7,148
-1,600
| -18% | -$82.8K | 0.13% | 84 |
|
|
2021
Q4 | $517K | Sell |
8,748
-375
| -4% | -$22.2K | 0.21% | 57 |
|
|
2021
Q3 | $392K | Sell |
9,123
-2,375
| -21% | -$102K | 0.21% | 53 |
|
|
2021
Q2 | $450K | Sell |
11,498
-1,393
| -11% | -$54.5K | 0.36% | 35 |
|
|
2021
Q1 | $467K | Buy |
12,891
+2,721
| +27% | +$98.6K | 0.42% | 31 |
|
|
2020
Q4 | $374K | Buy |
10,170
+1,600
| +19% | +$58.8K | 0.24% | 35 |
|
|
2020
Q3 | $315K | Sell |
8,570
-304
| -3% | -$11.2K | 0.25% | 34 |
|
|
2020
Q2 | $291K | Buy |
8,874
+5,400
| +155% | +$177K | 0.24% | 33 |
|
|
2020
Q1 | $114K | Hold |
3,474
| – | – | 0.18% | 36 |
|
|
2019
Q4 | $136K | Hold |
3,474
| – | – | 0.16% | 40 |
|
|
2019
Q3 | $125K | Sell |
3,474
-1,211
| -26% | -$43.6K | 0.17% | 48 |
|
|
2019
Q2 | $203K | Buy |
+4,685
| New | +$203K | 0.33% | 37 |
|
|
2018
Q3 | $155K | Buy |
+3,525
| New | +$155K | 1.85% | 17 |
|