NovaPoint Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,122
| Closed | -$203K | – | 140 |
|
2023
Q3 | $203K | Sell |
6,122
-884
| -13% | -$29.3K | 0.08% | 129 |
|
2023
Q2 | $257K | Sell |
7,006
-3,811
| -35% | -$140K | 0.1% | 112 |
|
2023
Q1 | $441K | Buy |
10,817
+167
| +2% | +$6.81K | 0.18% | 91 |
|
2022
Q4 | $546K | Sell |
10,650
-595
| -5% | -$30.5K | 0.24% | 80 |
|
2022
Q3 | $492K | Sell |
11,245
-313
| -3% | -$13.7K | 0.22% | 88 |
|
2022
Q2 | $606K | Sell |
11,558
-1,937
| -14% | -$102K | 0.26% | 78 |
|
2022
Q1 | $699K | Sell |
13,495
-76
| -0.6% | -$3.94K | 0.25% | 74 |
|
2021
Q4 | $801K | Buy |
13,571
+6,261
| +86% | +$370K | 0.29% | 72 |
|
2021
Q3 | $314K | Buy |
+7,310
| New | +$314K | 0.13% | 102 |
|