AWS
Aris Wealth Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $226K | Sell |
7,204
-1,008
| -12% | -$31.6K | 0.47% | 34 |
|
|
2015
Q2 | $275K | Buy |
8,212
+3,005
| +58% | +$101K | 0.25% | 89 |
|
|
2015
Q1 | $181K | Buy |
+5,207
| New | +$181K | 0.17% | 102 |
|
|
2014
Q1 | – | Sell |
-6,695
| Closed | -$205K | – | 102 |
|
|
2013
Q4 | $205K | Sell |
6,695
-115
| -2% | -$3.52K | 0.34% | 81 |
|
|
2013
Q3 | $196K | Buy |
+6,810
| New | +$196K | 0.36% | 77 |
|