Aurora Private Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,287
| Closed | -$267K | – | 167 |
|
|
2023
Q4 | $267K | Sell |
9,287
-1,338
| -13% | -$38.5K | 0.25% | 113 |
|
|
2023
Q3 | $352K | Sell |
10,625
-3,914
| -27% | -$130K | 0.39% | 74 |
|
|
2023
Q2 | $533K | Buy |
14,539
+2,631
| +22% | +$96.5K | 0.61% | 46 |
|
|
2023
Q1 | $486K | Buy |
11,908
+57
| +0.5% | +$2.33K | 0.52% | 50 |
|
|
2022
Q4 | $607K | Sell |
11,851
-3,262
| -22% | -$167K | 0.69% | 42 |
|
|
2022
Q3 | $661K | Sell |
15,113
-925
| -6% | -$40.5K | 0.31% | 56 |
|
|
2022
Q2 | $841K | Sell |
16,038
-1,583
| -9% | -$83K | 0.38% | 48 |
|
|
2022
Q1 | $912K | Sell |
17,621
-818
| -4% | -$42.3K | 0.38% | 51 |
|
|
2021
Q4 | $1.09M | Sell |
18,439
-11,240
| -38% | -$664K | 0.47% | 39 |
|
|
2021
Q3 | $1.28M | Buy |
29,679
+51
| +0.2% | +$2.19K | 0.52% | 36 |
|
|
2021
Q2 | $1.16M | Buy |
29,628
+1,211
| +4% | +$47.4K | 0.46% | 47 |
|
|
2021
Q1 | $1.03M | Sell |
28,417
-4,806
| -14% | -$174K | 0.43% | 49 |
|
|
2020
Q4 | $1.22M | Sell |
33,223
-1,356
| -4% | -$49.9K | 0.52% | 36 |
|
|
2020
Q3 | $1.2M | Buy |
34,579
+4,869
| +16% | +$170K | 0.52% | 35 |
|
|
2020
Q2 | $922K | Sell |
29,710
-24,683
| -45% | -$766K | 0.42% | 44 |
|
|
2020
Q1 | $1.68M | Buy |
54,393
+21,399
| +65% | +$663K | 0.59% | 34 |
|
|
2019
Q4 | $1.23M | Buy |
+32,994
| New | +$1.23M | 0.43% | 42 |
|