VAFP
Vahanian & Associates Financial Planning’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,774
| Closed | -$317K | – | 76 |
|
|
2023
Q1 | $317K | Sell |
7,774
-2,536
| -25% | -$103K | 0.88% | 41 |
|
|
2022
Q4 | $528K | Buy |
10,310
+500
| +5% | +$25.6K | 1.73% | 18 |
|
|
2022
Q3 | $429K | Buy |
+9,810
| New | +$429K | 1.48% | 24 |
|
|
2022
Q1 | – | Sell |
-9,365
| Closed | -$553K | – | 124 |
|
|
2021
Q4 | $553K | Buy |
+9,365
| New | +$553K | 0.45% | 57 |
|