Ackerman Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,056
| Closed | -$280K | – | 140 |
|
|
2020
Q3 | $280K | Hold |
8,056
| – | – | 0.08% | 84 |
|
|
2020
Q2 | $250K | Hold |
8,056
| – | – | 0.07% | 92 |
|
|
2020
Q1 | $249K | Buy |
+8,056
| New | +$249K | 0.1% | 73 |
|
|
2019
Q3 | – | Sell |
-8,432
| Closed | -$347K | – | 162 |
|
|
2019
Q2 | $347K | Buy |
8,432
+3,162
| +60% | +$130K | 1.69% | 15 |
|
|
2019
Q1 | $212K | Buy |
+5,270
| New | +$212K | 1.13% | 29 |
|