Innova Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,206
| Closed | -$207K | – | 77 |
|
|
2023
Q4 | $207K | Buy |
7,206
+944
| +15% | +$27.2K | 0.18% | 63 |
|
|
2023
Q3 | $208K | Buy |
+6,262
| New | +$208K | 0.19% | 53 |
|
|
2023
Q2 | – | Sell |
-5,302
| Closed | -$216K | – | 60 |
|
|
2023
Q1 | $216K | Buy |
5,302
+50
| +1% | +$2.04K | 0.19% | 47 |
|
|
2022
Q4 | $269K | Hold |
5,252
| – | – | 0.24% | 44 |
|
|
2022
Q3 | $230K | Hold |
5,252
| – | – | 0.21% | 39 |
|
|
2022
Q2 | $275K | Hold |
5,252
| – | – | 0.23% | 38 |
|
|
2022
Q1 | $272K | Buy |
5,252
+1,450
| +38% | +$75.1K | 0.2% | 54 |
|
|
2021
Q4 | $225K | Buy |
+3,802
| New | +$225K | 0.16% | 66 |
|