Summit Wealth & Retirement Planning’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	-8,409	Closed	-$343K	–	91
2023 Q1	$343K	Sell	8,409 -2,231	-21%	-$91K	0.13%	74
2022 Q4	$545K	Buy	10,640 +55	+0.5%	+$2.82K	0.22%	56
2022 Q3	$463K	Buy	10,585 +12	+0.1%	+$525	0.18%	65
2022 Q2	$554K	Buy	+10,573	New	+$554K	0.21%	58