Wealthstreet Investment Advisors’s Pfizer PFE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$6K	Hold	113	–	–	0.16%	64
2021 Q4	$7K	Hold	113	–	–	0.17%	62
2021 Q3	$5K	Sell	113 -309	-73%	-$13.7K	0.14%	64
2021 Q2	$16K	Sell	422 -134,263	-100%	-$5.22M	0.08%	70
2021 Q1	$4.88M	Sell	134,685 -668	-0.5%	-$23.7K	0.48%	51
2020 Q4	$4.98M	Sell	135,353 -5,828	-4%	-$214K	0.5%	50
2020 Q3	$4.92M	Buy	141,181 +2,319	+2%	+$81.3K	0.55%	45
2020 Q2	$4.31M	Buy	138,862 +8,326	+6%	+$283K	0.53%	47
2020 Q1	$4.04M	Buy	130,536 +153	+0.1%	+$5.21K	0.6%	45
2019 Q4	$4.85M	Hold	130,383	–	–	0.57%	47
2019 Q3	$4.73M	Sell	130,383 -6,746	-5%	-$245K	0.6%	46
2019 Q2	$5.64M	Sell	137,129 -11,222	-8%	-$446K	0.73%	36
2019 Q1	$5.98M	Sell	148,351 -3,934	-3%	-$158K	0.79%	36
2018 Q4	$5.71M	Sell	152,285 -2,899	-2%	-$120K	0.8%	34
2018 Q3	$6.49M	Sell	155,184 -215	-0.1%	-$8.28K	0.8%	32
2018 Q2	$5.35M	Sell	155,399 -2,522	-2%	-$86.2K	0.71%	37
2018 Q1	$5.32M	Buy	157,921 +2,621	+2%	+$90.1K	0.67%	35
2017 Q4	$5.34M	Buy	+155,300	New	+$5.3M	0.65%	36