Avondale Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-500
| Closed | -$26K | – | 132 |
|
|
2022
Q1 | $26K | Hold |
500
| – | – | 0.03% | 84 |
|
|
2021
Q4 | $30K | Hold |
500
| – | – | 0.03% | 79 |
|
|
2021
Q3 | $22K | Hold |
500
| – | – | 0.02% | 93 |
|
|
2021
Q2 | $20K | Hold |
500
| – | – | 0.02% | 92 |
|
|
2021
Q1 | $18K | Sell |
500
-1,210
| -71% | -$43.6K | 0.02% | 87 |
|
|
2020
Q4 | $63K | Buy |
1,710
+949
| +125% | +$35K | 0.07% | 46 |
|
|
2020
Q3 | $26K | Hold |
761
| – | – | 0.04% | 66 |
|
|
2020
Q2 | $24K | Hold |
761
| – | – | 0.03% | 62 |
|
|
2020
Q1 | $24K | Hold |
761
| – | – | 0.04% | 63 |
|
|
2019
Q4 | $28K | Hold |
761
| – | – | 0.04% | 61 |
|
|
2019
Q3 | $26K | Hold |
761
| – | – | 0.04% | 63 |
|
|
2019
Q2 | $31K | Sell |
761
-1,054
| -58% | -$42.9K | 0.02% | 64 |
|
|
2019
Q1 | $73K | Hold |
1,815
| – | – | 0.06% | 37 |
|
|
2018
Q4 | $75K | Hold |
1,815
| – | – | 0.06% | 32 |
|
|
2018
Q3 | $76K | Hold |
1,815
| – | – | 0.07% | 29 |
|
|
2018
Q2 | $62K | Hold |
1,815
| – | – | 0.05% | 30 |
|
|
2018
Q1 | $61K | Hold |
1,815
| – | – | 0.05% | 31 |
|
|
2017
Q4 | $62K | Buy |
+1,815
| New | +$62K | 0.05% | 32 |
|