Treybourne Wealth Planners’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$389K Sell
9,933
-777
-7% -$30.4K 0.24% 32
2021
Q1
$388K Sell
10,710
-1,004
-9% -$36.4K 0.27% 29
2020
Q4
$431K Buy
+11,714
New +$431K 0.31% 26