IWP
Insight Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,720
| Closed | -$242K | – | 62 |
|
|
2022
Q4 | $242K | Hold |
4,720
| – | – | 0.18% | 49 |
|
|
2022
Q3 | $207K | Hold |
4,720
| – | – | 0.2% | 54 |
|
|
2022
Q2 | $247K | Hold |
4,720
| – | – | 0.19% | 51 |
|
|
2022
Q1 | $244K | Hold |
4,720
| – | – | 0.14% | 63 |
|
|
2021
Q4 | $279K | Buy |
+4,720
| New | +$279K | 0.05% | 67 |
|