Spartan Planning & Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $605 | Hold |
21
| – | – | ﹤0.01% | 176 |
|
|
2023
Q3 | $697 | Buy |
+21
| New | +$697 | ﹤0.01% | 117 |
|
|
2022
Q4 | $167K | Buy |
+3,263
| New | +$167K | 0.21% | 67 |
|
|
2022
Q3 | – | Sell |
-4,506
| Closed | -$236K | – | 110 |
|
|
2022
Q2 | $236K | Buy |
4,506
+2,206
| +96% | +$116K | 0.32% | 27 |
|
|
2022
Q1 | $119K | Buy |
+2,300
| New | +$119K | 0.15% | 65 |
|