Sterling Financial Planning’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,438
Closed -$105K 301
2021
Q3
$105K Sell
2,438
-6,864
-74% -$296K 0.07% 124
2021
Q2
$364K Sell
9,302
-1,396
-13% -$54.6K 0.24% 54
2021
Q1
$388K Buy
10,698
+2,521
+31% +$91.4K 0.28% 53
2020
Q4
$301K Buy
+8,177
New +$301K 0.24% 55