Strategic Wealth Investment Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,064
| Closed | -$228K | – | 139 |
|
|
2022
Q4 | $228K | Buy |
+5,064
| New | +$228K | 0.05% | 110 |
|
|
2022
Q3 | – | Sell |
-4,049
| Closed | -$212K | – | 121 |
|
|
2022
Q2 | $212K | Buy |
+4,049
| New | +$212K | 0.05% | 125 |
|
|
2022
Q1 | – | Sell |
-4,181
| Closed | -$247K | – | 110 |
|
|
2021
Q4 | $247K | Buy |
+4,181
| New | +$247K | 0.06% | 75 |
|