Wela Strategies’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 |
-7,325
| Closed | -$433K | – | 49 |
|
|
2021
Q4 | $433K | Buy |
7,325
+229
| +3% | +$13.5K | 0.21% | 28 |
|
|
2021
Q3 | $305K | Sell |
7,096
-1,164
| -14% | -$50K | 0.16% | 31 |
|
|
2021
Q2 | $323K | Buy |
8,260
+278
| +3% | +$10.9K | 0.13% | 31 |
|
|
2021
Q1 | $289K | Buy |
7,982
+1,900
| +31% | +$68.8K | 0.16% | 35 |
|
|
2020
Q4 | $224K | Sell |
6,082
-654
| -10% | -$24.1K | 0.13% | 39 |
|
|
2020
Q3 | $235K | Buy |
+6,736
| New | +$235K | 0.15% | 35 |
|