Lake Point Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $62K | Sell |
1,174
-25
| -2% | -$1.32K | 0.04% | 56 |
|
|
2022
Q1 | $62K | Hold |
1,199
| – | – | 0.03% | 57 |
|
|
2021
Q4 | $71K | Buy |
1,199
+75
| +7% | +$4.44K | 0.03% | 58 |
|
|
2021
Q3 | $48K | Sell |
1,124
-140
| -11% | -$5.98K | 0.02% | 66 |
|
|
2021
Q2 | $49K | Buy |
+1,264
| New | +$49K | 0.02% | 66 |
|
|
2020
Q1 | $36K | Sell |
1,158
-252
| -18% | -$7.83K | 0.03% | 58 |
|
|
2019
Q4 | $52K | Buy |
+1,410
| New | +$52K | 0.02% | 118 |
|
|
2019
Q2 | $57K | Hold |
1,385
| – | – | 0.02% | 123 |
|
|
2019
Q1 | $57K | Sell |
1,385
-7,156
| -84% | -$295K | 0.02% | 123 |
|
|
2018
Q4 | $354K | Buy |
+8,541
| New | +$354K | 0.13% | 102 |
|