TRIA
Trail Ridge Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,710
| Closed | -$209K | – | 111 |
|
|
2023
Q2 | $209K | Buy |
5,710
+257
| +5% | +$9.43K | 0.13% | 112 |
|
|
2023
Q1 | $222K | Sell |
5,453
-1,774
| -25% | -$72.4K | 0.15% | 108 |
|
|
2022
Q4 | $370K | Buy |
7,227
+1,040
| +17% | +$53.3K | 0.25% | 89 |
|
|
2022
Q3 | $295K | Sell |
6,187
-5,414
| -47% | -$258K | 0.19% | 110 |
|
|
2022
Q2 | $608K | Buy |
11,601
+371
| +3% | +$19.4K | 0.41% | 74 |
|
|
2022
Q1 | $581K | Buy |
11,230
+972
| +9% | +$50.3K | 0.36% | 80 |
|
|
2021
Q4 | $606K | Buy |
+10,258
| New | +$606K | 0.36% | 73 |
|