LWP
Legacy Wealth Planning’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $209K | Sell |
4,781
-455
| -9% | -$19.9K | 0.35% | 71 |
|
|
2022
Q2 | $275K | Buy |
5,236
+80
| +2% | +$4.2K | 0.39% | 59 |
|
|
2022
Q1 | $267K | Sell |
5,156
-244
| -5% | -$12.6K | 0.31% | 66 |
|
|
2021
Q4 | $319K | Sell |
5,400
-820
| -13% | -$48.4K | 0.36% | 57 |
|
|
2021
Q3 | $268K | Hold |
6,220
| – | – | 0.3% | 73 |
|
|
2021
Q2 | $244K | Hold |
6,220
| – | – | 0.28% | 79 |
|
|
2021
Q1 | $225K | Sell |
6,220
-2,473
| -28% | -$89.5K | 0.29% | 79 |
|
|
2020
Q4 | $320K | Buy |
8,693
+1,195
| +16% | +$44K | 0.41% | 53 |
|
|
2020
Q3 | $275K | Buy |
7,498
+1,154
| +18% | +$42.3K | 0.31% | 56 |
|
|
2020
Q2 | $207K | Hold |
6,344
| – | – | 0.25% | 71 |
|
|
2020
Q1 | $207K | Hold |
6,344
| – | – | 0.33% | 63 |
|
|
2019
Q4 | $249K | Buy |
+6,344
| New | +$249K | 0.28% | 62 |
|