Destiny Wealth Partners’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 |
-5,252
| Closed | -$269K | – | 503 |
|
|
2022
Q4 | $269K | Buy |
5,252
+414
| +9% | +$21.2K | 0.06% | 165 |
|
|
2022
Q3 | $212K | Buy |
4,838
+2,119
| +78% | +$92.9K | 0.05% | 177 |
|
|
2022
Q2 | $143K | Sell |
2,719
-139
| -5% | -$7.31K | 0.03% | 211 |
|
|
2022
Q1 | $148K | Buy |
2,858
+32
| +1% | +$1.66K | 0.03% | 185 |
|
|
2021
Q4 | $167K | Buy |
2,826
+54
| +2% | +$3.19K | 0.03% | 196 |
|
|
2021
Q3 | $119K | Sell |
2,772
-6,396
| -70% | -$275K | 0.02% | 203 |
|
|
2021
Q2 | $359K | Buy |
9,168
+6,285
| +218% | +$246K | 0.07% | 148 |
|
|
2021
Q1 | $104K | Buy |
2,883
+52
| +2% | +$1.88K | 0.02% | 205 |
|
|
2020
Q4 | $104K | Buy |
+2,831
| New | +$104K | 0.02% | 237 |
|