Viridian RIA’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,331
| Closed | -$492K | – | 67 |
|
|
2021
Q4 | $492K | Buy |
+8,331
| New | +$492K | 0.1% | 65 |
|
|
2021
Q3 | – | Hold |
0
| – | -$321K | – | 54 |
|
|
2021
Q2 | – | Hold |
0
| – | -$294K | – | 71 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 71 |
|
|
2019
Q4 | – | Sell |
-32,116
| Closed | -$1.1M | – | 61 |
|
|
2019
Q3 | $1.1M | Hold |
32,116
| – | – | 0.46% | 35 |
|
|
2019
Q2 | $1.13M | Buy |
+32,116
| New | +$1.13M | 0.45% | 36 |
|
|
2019
Q1 | – | Sell |
-32,525
| Closed | -$1.33M | – | 54 |
|
|
2018
Q4 | $1.33M | Buy |
32,525
+295
| +0.9% | +$12K | 0.66% | 25 |
|
|
2018
Q3 | $1.34M | Sell |
32,230
-413
| -1% | -$17.2K | 0.59% | 22 |
|
|
2018
Q2 | $1.16M | Hold |
32,643
| – | – | 0.57% | 20 |
|
|
2018
Q1 | $1.13M | Buy |
+32,643
| New | +$1.13M | 0.54% | 24 |
|