Life Planning Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,358
| Closed | -$39.1K | – | 181 |
|
|
2023
Q4 | $39.1K | Buy |
+1,358
| New | +$39.1K | 0.04% | 113 |
|
|
2022
Q3 | $53.3K | Hold |
1,218
| – | – | 0.06% | 86 |
|
|
2022
Q2 | $63K | Sell |
1,218
-112
| -8% | -$5.79K | 0.07% | 80 |
|
|
2022
Q1 | $69K | Hold |
1,330
| – | – | 0.07% | 75 |
|
|
2021
Q4 | $78K | Buy |
+1,330
| New | +$78K | 0.08% | 74 |
|