Goodwin Investment Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,458
| Closed | -$40.5K | – | 46 |
|
|
2024
Q1 | $40.5K | Buy |
+1,458
| New | +$40.5K | 0.02% | 47 |
|
|
2023
Q1 | – | Sell |
-1,458
| Closed | -$74.7K | – | 178 |
|
|
2022
Q4 | $74.7K | Hold |
1,458
| – | – | 0.05% | 72 |
|
|
2022
Q3 | $64K | Buy |
+1,458
| New | +$64K | 0.05% | 77 |
|
|
2022
Q2 | – | Sell |
-1,425
| Closed | -$74K | – | 211 |
|
|
2022
Q1 | $74K | Buy |
1,425
+1,205
| +548% | +$62.6K | 0.05% | 62 |
|
|
2021
Q4 | $13K | Hold |
220
| – | – | 0.01% | 119 |
|
|
2021
Q3 | $9K | Buy |
+220
| New | +$9K | 0.01% | 112 |
|
|
2021
Q2 | – | Sell |
-220
| Closed | -$8K | – | 146 |
|
|
2021
Q1 | $8K | Buy |
+220
| New | +$8K | 0.01% | 119 |
|