WAOI
Wealth Advisors of Iowa’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,127
| Closed | -$314K | – | 65 |
|
|
2022
Q4 | $314K | Buy |
6,127
+302
| +5% | +$15.5K | 0.26% | 46 |
|
|
2022
Q3 | $255K | Sell |
5,825
-2,871
| -33% | -$126K | 0.24% | 43 |
|
|
2022
Q2 | $456K | Buy |
+8,696
| New | +$456K | 0.08% | 58 |
|
|
2022
Q1 | – | Sell |
-9,900
| Closed | -$585K | – | 70 |
|
|
2021
Q4 | $585K | Sell |
9,900
-1,344
| -12% | -$79.4K | 0.32% | 28 |
|
|
2021
Q3 | $484K | Sell |
11,244
-570
| -5% | -$24.5K | 0.26% | 32 |
|
|
2021
Q2 | $463K | Sell |
11,814
-200
| -2% | -$7.84K | 0.24% | 32 |
|
|
2021
Q1 | $435K | Buy |
+12,014
| New | +$435K | 0.24% | 30 |
|