Insight Wealth Strategies’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,527
| Closed | -$309K | – | 220 |
|
|
2021
Q1 | $309K | Buy |
8,527
+124
| +1% | +$4.49K | 0.04% | 173 |
|
|
2020
Q4 | $309K | Sell |
8,403
-2,652
| -24% | -$97.5K | 0.05% | 165 |
|
|
2020
Q3 | $385K | Buy |
11,055
+386
| +4% | +$13.4K | 0.07% | 121 |
|
|
2020
Q2 | $331K | Buy |
10,669
+263
| +3% | +$8.16K | 0.07% | 120 |
|
|
2020
Q1 | $322K | Buy |
10,406
+659
| +7% | +$20.4K | 0.09% | 108 |
|
|
2019
Q4 | $362K | Buy |
9,747
+3,149
| +48% | +$117K | 0.08% | 157 |
|
|
2019
Q3 | $225K | Buy |
+6,598
| New | +$225K | 0.05% | 175 |
|
|
2019
Q2 | – | Sell |
-22,271
| Closed | -$897K | – | 168 |
|
|
2019
Q1 | $897K | Buy |
22,271
+1,405
| +7% | +$56.6K | 0.25% | 67 |
|
|
2018
Q4 | $864K | Buy |
+20,866
| New | +$864K | 0.26% | 58 |
|