GPWA
Great Point Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,291
| Closed | -$275K | – | 63 |
|
|
2022
Q3 | $275K | Hold |
6,291
| – | – | 0.1% | 54 |
|
|
2022
Q2 | $330K | Sell |
6,291
-1,400
| -18% | -$73.4K | 0.12% | 52 |
|
|
2022
Q1 | $398K | Hold |
7,691
| – | – | 0.12% | 42 |
|
|
2021
Q4 | $454K | Hold |
7,691
| – | – | 0.14% | 39 |
|
|
2021
Q3 | $331K | Buy |
7,691
+1,100
| +17% | +$47.3K | 0.11% | 44 |
|
|
2021
Q2 | $258K | Hold |
6,591
| – | – | 0.09% | 48 |
|
|
2021
Q1 | $239K | Hold |
6,591
| – | – | 0.09% | 45 |
|
|
2020
Q4 | $242K | Hold |
6,591
| – | – | 0.1% | 44 |
|
|
2020
Q3 | $215K | Hold |
6,591
| – | – | 0.11% | 45 |
|
|
2020
Q2 | $215K | Sell |
6,591
-420
| -6% | -$13.7K | 0.11% | 45 |
|
|
2020
Q1 | $228K | Buy |
7,011
+420
| +6% | +$13.7K | 0.19% | 38 |
|
|
2019
Q4 | $258K | Sell |
6,591
-600
| -8% | -$23.5K | 0.16% | 39 |
|
|
2019
Q3 | $258K | Sell |
7,191
-492
| -6% | -$17.7K | 0.18% | 38 |
|
|
2019
Q2 | $332K | Buy |
7,683
+300
| +4% | +$13K | 0.27% | 33 |
|
|
2019
Q1 | $313K | Hold |
7,383
| – | – | 0.27% | 33 |
|
|
2018
Q4 | $322K | Buy |
+7,383
| New | +$322K | 0.3% | 32 |
|