Impact Partnership Wealth’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 |
-882
| Closed | -$24.5K | – | 551 |
|
|
2024
Q1 | $24.5K | Sell |
882
-905
| -51% | -$25.1K | 0.01% | 372 |
|
|
2023
Q4 | $51.5K | Sell |
1,787
-19,392
| -92% | -$558K | 0.02% | 319 |
|
|
2023
Q3 | $703K | Buy |
21,179
+12,754
| +151% | +$423K | 0.22% | 51 |
|
|
2023
Q2 | $309K | Buy |
+8,425
| New | +$309K | 0.11% | 137 |
|