EWA
Evolution Wealth Advisors’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-659
| Closed | -$28K | – | 499 |
|
2021
Q3 | $28K | Hold |
659
| – | – | 0.01% | 281 |
|
2021
Q2 | $26K | Sell |
659
-1,422
| -68% | -$56.1K | 0.01% | 276 |
|
2021
Q1 | $75K | Buy |
2,081
+172
| +9% | +$6.2K | 0.02% | 170 |
|
2020
Q4 | $70K | Sell |
1,909
-7,526
| -80% | -$276K | 0.02% | 161 |
|
2020
Q3 | $346K | Buy |
9,435
+8,864
| +1,552% | +$325K | 0.09% | 77 |
|
2020
Q2 | $19K | Buy |
571
+181
| +46% | +$6.02K | 0.01% | 206 |
|
2020
Q1 | $13K | Sell |
390
-260
| -40% | -$8.67K | 0.01% | 188 |
|
2019
Q4 | $25K | Buy |
650
+243
| +60% | +$9.35K | 0.01% | 207 |
|
2019
Q3 | $15K | Sell |
407
-382
| -48% | -$14.1K | 0.01% | 132 |
|
2019
Q2 | $34K | Buy |
+789
| New | +$34K | 0.01% | 97 |
|