Advocacy Wealth Management Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39
| Closed | -$2K | – | 105 |
|
|
2022
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 116 |
|
|
2022
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 124 |
|
|
2022
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 153 |
|
|
2021
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 151 |
|
|
2021
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 147 |
|
|
2021
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 164 |
|
|
2020
Q2 | – | Sell |
-814
| Closed | -$25K | – | 137 |
|
|
2020
Q1 | $25K | Buy |
814
+201
| +33% | +$6.17K | 0.01% | 64 |
|
|
2019
Q4 | $23K | Sell |
613
-15
| -2% | -$563 | 0.01% | 91 |
|
|
2019
Q3 | $21K | Hold |
628
| – | – | 0.01% | 92 |
|
|
2019
Q2 | $26K | Hold |
628
| – | – | 0.02% | 83 |
|
|
2019
Q1 | $26K | Sell |
628
-208
| -25% | -$8.61K | 0.03% | 68 |
|
|
2018
Q4 | $35K | Buy |
836
+272
| +48% | +$11.4K | 0.03% | 48 |
|
|
2018
Q3 | $24K | Hold |
564
| – | – | 0.01% | 77 |
|
|
2018
Q2 | $19K | Hold |
564
| – | – | 0.01% | 92 |
|
|
2018
Q1 | $19K | Buy |
564
+131
| +30% | +$4.41K | 0.01% | 95 |
|
|
2017
Q4 | $15K | Buy |
433
+73
| +20% | +$2.53K | 0.01% | 129 |
|
|
2017
Q3 | $12K | Buy |
+360
| New | +$12K | ﹤0.01% | 176 |
|
|
2017
Q1 | – | Sell |
-32
| Closed | -$1K | – | 336 |
|
|
2016
Q4 | $1K | Sell |
32
-2,372
| -99% | -$74.1K | ﹤0.01% | 300 |
|
|
2016
Q3 | $77K | Sell |
2,404
-676
| -22% | -$21.7K | 0.03% | 87 |
|
|
2016
Q2 | $103K | Sell |
3,080
-1,434
| -32% | -$48K | 0.05% | 97 |
|
|
2016
Q1 | $127K | Buy |
4,514
+164
| +4% | +$4.61K | 0.09% | 114 |
|
|
2015
Q4 | $133K | Buy |
+4,350
| New | +$133K | 0.15% | 103 |
|
|
2013
Q3 | $83K | Buy |
2,889
+1,748
| +153% | +$50.2K | 0.23% | 78 |
|
|
2013
Q2 | $30K | Buy |
+1,141
| New | +$30K | 0.12% | 111 |
|