Personal Wealth Partners’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 |
-3,641
| Closed | -$215K | – | 79 |
|
|
2021
Q4 | $215K | Buy |
+3,641
| New | +$215K | 0.09% | 73 |
|
|
2021
Q3 | – | Sell |
-3,660
| Closed | -$143K | – | 307 |
|
|
2021
Q2 | $143K | Buy |
+3,660
| New | +$143K | 0.06% | 94 |
|
|
2020
Q1 | – | Sell |
-2,230
| Closed | -$83K | – | 452 |
|
|
2019
Q4 | $83K | Hold |
2,230
| – | – | 0.04% | 110 |
|
|
2019
Q3 | $76K | Buy |
2,230
+211
| +10% | +$7.19K | 0.04% | 125 |
|
|
2019
Q2 | $83K | Buy |
+2,019
| New | +$83K | 0.04% | 96 |
|