GWP
Gateway Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,176
| Closed | -$201K | – | 288 |
|
|
2024
Q2 | $201K | Sell |
7,176
-1,876
| -21% | -$52.5K | 0.06% | 257 |
|
|
2024
Q1 | $251K | Sell |
9,052
-499
| -5% | -$13.8K | 0.09% | 193 |
|
|
2023
Q4 | $275K | Sell |
9,551
-10,508
| -52% | -$303K | 0.11% | 166 |
|
|
2023
Q3 | $665K | Sell |
20,059
-1,045
| -5% | -$34.7K | 0.12% | 108 |
|
|
2023
Q2 | $774K | Buy |
21,104
+979
| +5% | +$35.9K | 0.14% | 93 |
|
|
2023
Q1 | $821K | Buy |
20,125
+1,936
| +11% | +$79K | 0.13% | 84 |
|
|
2022
Q4 | $932K | Buy |
+18,189
| New | +$932K | 0.16% | 71 |
|