LWP
Lumature Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $29.1K | Hold |
792
| – | – | 0.02% | 252 |
|
|
2023
Q1 | $32.3K | Hold |
792
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $40.6K | Sell |
792
-5,656
| -88% | -$290K | 0.02% | 230 |
|
|
2022
Q3 | $282K | Hold |
6,448
| – | – | 0.15% | 108 |
|
|
2022
Q2 | $338K | Buy |
6,448
+292
| +5% | +$15.3K | 0.15% | 104 |
|
|
2022
Q1 | $319K | Hold |
6,156
| – | – | 0.13% | 115 |
|
|
2021
Q4 | $364K | Hold |
6,156
| – | – | 0.14% | 117 |
|
|
2021
Q3 | $265K | Hold |
6,156
| – | – | 0.11% | 123 |
|
|
2021
Q2 | $241K | Buy |
6,156
+72
| +1% | +$2.82K | 0.1% | 124 |
|
|
2021
Q1 | $220K | Sell |
6,084
-111
| -2% | -$4.01K | 0.12% | 115 |
|
|
2020
Q4 | $228K | Buy |
+6,195
| New | +$228K | 0.22% | 112 |
|