NWM
Navigation Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-416
| Closed | -$18K | – | 35 |
|
|
2022
Q3 | $18K | Hold |
416
| – | – | 1.94% | 10 |
|
|
2022
Q2 | $22K | Hold |
416
| – | – | 2.44% | 7 |
|
|
2022
Q1 | $22K | Hold |
416
| – | – | 0.21% | 10 |
|
|
2021
Q4 | $24K | Hold |
416
| – | – | 0.02% | 26 |
|
|
2021
Q3 | $18K | Hold |
416
| – | – | 0.12% | 23 |
|
|
2021
Q2 | $16K | Hold |
416
| – | – | 0.01% | 35 |
|
|
2021
Q1 | $15K | Buy |
+416
| New | +$15K | 0.02% | 31 |
|