Essex Private 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
Q1 | – | Sell |
-27,468
| Closed | -$1.62M | – | 55 |
|
|
2021
Q4 | $1.62M | Sell |
27,468
-1,149
| -4% | -$67.8K | 1.37% | 16 |
|
|
2021
Q3 | $1.23M | Buy |
28,617
+22
| +0.1% | +$946 | 1.12% | 16 |
|
|
2021
Q2 | $1.12M | Sell |
28,595
-5,193
| -15% | -$203K | 1.02% | 20 |
|
|
2021
Q1 | $1.22M | Sell |
33,788
-1,838
| -5% | -$66.6K | 1.17% | 18 |
|
|
2020
Q4 | $1.31M | Sell |
35,626
-563
| -2% | -$20.7K | 1.28% | 18 |
|
|
2020
Q3 | $1.26M | Sell |
36,189
-631
| -2% | -$22K | 1.3% | 18 |
|
|
2020
Q2 | $1.14M | Sell |
36,820
-214
| -0.6% | -$6.64K | 1.32% | 18 |
|
|
2020
Q1 | $1.15M | Sell |
37,034
-168
| -0.5% | -$5.2K | 1.5% | 16 |
|
|
2019
Q4 | $1.38M | Buy |
+37,202
| New | +$1.38M | 1.4% | 17 |
|