Sonen Capital’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 |
-4,914
| Closed | -$200K | – | 97 |
|
|
2023
Q1 | $200K | Buy |
4,914
+338
| +7% | +$13.8K | 0.34% | 91 |
|
|
2022
Q4 | $234K | Buy |
+4,576
| New | +$234K | 0.38% | 89 |
|
|
2022
Q3 | – | Sell |
-4,776
| Closed | -$250K | – | 106 |
|
|
2022
Q2 | $250K | Buy |
+4,776
| New | +$250K | 0.36% | 91 |
|
|
2022
Q1 | – | Sell |
-4,517
| Closed | -$267K | – | 107 |
|
|
2021
Q4 | $267K | Buy |
+4,517
| New | +$267K | 0.26% | 94 |
|