Ten Capital Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $129K | Buy |
3,540
+1,830
| +107% | +$66.7K | 0.04% | 167 |
|
|
2023
Q1 | $69.8K | Sell |
1,710
-623
| -27% | -$25.4K | 0.02% | 193 |
|
|
2022
Q4 | $120K | Sell |
2,333
-253
| -10% | -$13K | 0.05% | 122 |
|
|
2022
Q3 | $113K | Buy |
2,586
+456
| +21% | +$19.9K | 0.05% | 115 |
|
|
2022
Q2 | $112K | Sell |
2,130
-72
| -3% | -$3.79K | 0.05% | 113 |
|
|
2022
Q1 | $114K | Hold |
2,202
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $130K | Hold |
2,202
| – | – | 0.05% | 84 |
|
|
2021
Q3 | $95K | Sell |
2,202
-56,362
| -96% | -$2.43M | 0.04% | 98 |
|
|
2021
Q2 | $2.29M | Sell |
58,564
-168
| -0.3% | -$6.58K | 0.52% | 52 |
|
|
2021
Q1 | $2.13M | Sell |
58,732
-2,124
| -3% | -$76.9K | 0.52% | 56 |
|
|
2020
Q4 | $2.24M | Sell |
60,856
-4,047
| -6% | -$149K | 0.62% | 47 |
|
|
2020
Q3 | $2.26M | Buy |
+64,903
| New | +$2.26M | 0.76% | 40 |
|