Worth Asset Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-550
| Closed | -$20.2K | – | 321 |
|
|
2023
Q2 | $20.2K | Buy |
550
+25
| +5% | +$917 | 0.02% | 244 |
|
|
2023
Q1 | $21.4K | Hold |
525
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $26.9K | Hold |
525
| – | – | 0.02% | 238 |
|
|
2022
Q3 | $23K | Hold |
525
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $28K | Sell |
525
-56
| -10% | -$2.99K | 0.02% | 261 |
|
|
2022
Q1 | $29K | Buy |
+581
| New | +$29K | 0.02% | 267 |
|