Triad Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $235K | Sell |
7,087
-21
| -0.3% | -$697 | 0.08% | 90 |
|
|
2023
Q2 | $261K | Buy |
7,108
+13
| +0.2% | +$477 | 0.11% | 79 |
|
|
2023
Q1 | $289K | Sell |
7,095
-121
| -2% | -$4.94K | 0.13% | 78 |
|
|
2022
Q4 | $370K | Buy |
7,216
+46
| +0.6% | +$2.36K | 0.16% | 69 |
|
|
2022
Q3 | $314K | Sell |
7,170
-61
| -0.8% | -$2.67K | 0.17% | 70 |
|
|
2022
Q2 | $379K | Sell |
7,231
-417
| -5% | -$21.9K | 0.21% | 59 |
|
|
2022
Q1 | $396K | Sell |
7,648
-909
| -11% | -$47.1K | 0.21% | 64 |
|
|
2021
Q4 | $505K | Buy |
+8,557
| New | +$505K | 0.3% | 53 |
|