TLFA
True Link Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,283
| Closed | -$407K | – | 96 |
|
|
2023
Q3 | $407K | Buy |
12,283
+200
| +2% | +$6.63K | 0.05% | 80 |
|
|
2023
Q2 | $443K | Hold |
12,083
| – | – | 0.05% | 80 |
|
|
2023
Q1 | $493K | Sell |
12,083
-192
| -2% | -$7.83K | 0.06% | 81 |
|
|
2022
Q4 | $629K | Hold |
12,275
| – | – | 0.09% | 69 |
|
|
2022
Q3 | $537K | Buy |
12,275
+3,600
| +41% | +$157K | 0.08% | 80 |
|
|
2022
Q2 | $455K | Buy |
8,675
+233
| +3% | +$12.2K | 0.07% | 87 |
|
|
2022
Q1 | $437K | Hold |
8,442
| – | – | 0.06% | 85 |
|
|
2021
Q4 | $499K | Buy |
8,442
+3,300
| +64% | +$195K | 0.07% | 101 |
|
|
2021
Q3 | $221K | Hold |
5,142
| – | – | 0.03% | 199 |
|
|
2021
Q2 | $201K | Buy |
5,142
+242
| +5% | +$9.46K | 0.03% | 202 |
|
|
2021
Q1 | $178K | Buy |
4,900
+150
| +3% | +$5.45K | 0.03% | 263 |
|
|
2020
Q4 | $175K | Buy |
+4,750
| New | +$175K | 0.03% | 282 |
|