TWM
Trinity Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,410
| Closed | -$277K | – | 47 |
|
|
2022
Q4 | $277K | Hold |
5,410
| – | – | 0.2% | 35 |
|
|
2022
Q3 | $237K | Hold |
5,410
| – | – | 0.19% | 34 |
|
|
2022
Q2 | $284K | Sell |
5,410
-10
| -0.2% | -$525 | 0.22% | 33 |
|
|
2022
Q1 | $281K | Buy |
+5,420
| New | +$281K | 0.2% | 33 |
|