New World Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,959
| Closed | -$234K | – | 70 |
|
2021
Q4 | $234K | Sell |
3,959
-2,800
| -41% | -$165K | 0.11% | 66 |
|
2021
Q3 | $292K | Sell |
6,759
-14,386
| -68% | -$621K | 0.13% | 55 |
|
2021
Q2 | $828K | Buy |
+21,145
| New | +$828K | 0.56% | 41 |
|
2019
Q2 | – | Sell |
-1,063
| Closed | -$43K | – | 92 |
|
2019
Q1 | $43K | Buy |
+1,063
| New | +$43K | 0.03% | 59 |
|