DWA
Dougherty Wealth Advisers’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,230
| Closed | -$45K | – | 141 |
|
|
2020
Q4 | $45K | Hold |
1,230
| – | – | 0.07% | 107 |
|
|
2020
Q3 | $45K | Hold |
1,230
| – | – | 0.16% | 105 |
|
|
2020
Q2 | $40K | Hold |
1,230
| – | – | 0.15% | 108 |
|
|
2020
Q1 | $40K | Hold |
1,230
| – | – | 0.16% | 102 |
|
|
2019
Q4 | $48K | Hold |
1,230
| – | – | 0.15% | 111 |
|
|
2019
Q3 | $44K | Sell |
1,230
-1,300
| -51% | -$46.5K | 0.14% | 113 |
|
|
2019
Q2 | $110K | Buy |
2,530
+1,300
| +106% | +$56.5K | 0.31% | 64 |
|
|
2019
Q1 | $52K | Sell |
1,230
-500
| -29% | -$21.1K | 0.18% | 101 |
|
|
2018
Q4 | $72K | Buy |
+1,730
| New | +$72K | 0.24% | 78 |
|