Triune Financial Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,474
| Closed | -$314K | – | 35 |
|
|
2023
Q3 | $314K | Buy |
9,474
+54
| +0.6% | +$1.79K | 0.13% | 24 |
|
|
2023
Q2 | $346K | Buy |
+9,420
| New | +$346K | 0.14% | 23 |
|
|
2023
Q1 | – | Sell |
-4,692
| Closed | -$240K | – | 31 |
|
|
2022
Q4 | $240K | Sell |
4,692
-794
| -14% | -$40.7K | 0.11% | 23 |
|
|
2022
Q3 | $240K | Buy |
5,486
+47
| +0.9% | +$2.06K | 0.13% | 17 |
|
|
2022
Q2 | $285K | Buy |
5,439
+40
| +0.7% | +$2.1K | 0.15% | 16 |
|
|
2022
Q1 | $280K | Buy |
5,399
+45
| +0.8% | +$2.33K | 0.15% | 18 |
|
|
2021
Q4 | $316K | Buy |
+5,354
| New | +$316K | 0.16% | 16 |
|
|
2021
Q2 | $206K | Buy |
+5,271
| New | +$206K | 0.17% | 21 |
|