HNWA
Henrickson Nauta Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,904
| Closed | -$200K | – | 60 |
|
|
2023
Q1 | $200K | Buy |
4,904
+222
| +5% | +$9.06K | 0.14% | 56 |
|
|
2022
Q4 | $240K | Sell |
4,682
-13
| -0.3% | -$666 | 0.19% | 48 |
|
|
2022
Q3 | $205K | Buy |
4,695
+13
| +0.3% | +$568 | 0.2% | 43 |
|
|
2022
Q2 | $245K | Hold |
4,682
| – | – | 0.22% | 37 |
|
|
2022
Q1 | $242K | Hold |
4,682
| – | – | 0.2% | 36 |
|
|
2021
Q4 | $241K | Buy |
+4,682
| New | +$241K | 0.2% | 34 |
|