West Wealth Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,496
| Closed | -$230K | – | 81 |
|
|
2022
Q4 | $230K | Buy |
+4,496
| New | +$230K | 0.11% | 60 |
|
|
2022
Q3 | – | Sell |
-4,297
| Closed | -$225K | – | 65 |
|
|
2022
Q2 | $225K | Sell |
4,297
-191
| -4% | -$10K | 0.1% | 62 |
|
|
2022
Q1 | $232K | Buy |
4,488
+7
| +0.2% | +$362 | 0.09% | 55 |
|
|
2021
Q4 | $264K | Buy |
+4,481
| New | +$264K | 0.1% | 45 |
|