AWA
Alaska Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,186
| Closed | -$203K | – | 66 |
|
|
2019
Q4 | $203K | Buy |
+5,186
| New | +$203K | 0.03% | 69 |
|
|
2019
Q3 | – | Sell |
-15,880
| Closed | -$674K | – | 49 |
|
|
2019
Q2 | $674K | Hold |
15,880
| – | – | 0.07% | 32 |
|
|
2019
Q1 | $674K | Hold |
15,880
| – | – | 0.07% | 32 |
|
|
2018
Q4 | $693K | Buy |
15,880
+180
| +1% | +$7.86K | 0.22% | 27 |
|
|
2018
Q3 | $691K | Hold |
15,700
| – | – | 0.21% | 26 |
|
|
2018
Q2 | $569K | Sell |
15,700
-3,200
| -17% | -$116K | 0.18% | 28 |
|
|
2018
Q1 | $670K | Hold |
18,900
| – | – | 0.23% | 26 |
|
|
2017
Q4 | $684K | Buy |
+18,900
| New | +$684K | 0.25% | 25 |
|