LWP
Legacy Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21,429
| Closed | -$789K | – | 95 |
|
|
2020
Q4 | $789K | Buy |
21,429
+15,695
| +274% | +$578K | 0.5% | 51 |
|
|
2020
Q3 | $210K | Buy |
+5,734
| New | +$210K | 0.15% | 83 |
|
|
2020
Q2 | – | Sell |
-9,663
| Closed | -$315K | – | 110 |
|
|
2020
Q1 | $315K | Buy |
+9,663
| New | +$315K | 0.29% | 67 |
|