Ashford Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,755
| Closed | -$229K | – | 136 |
|
|
2014
Q4 | $229K | Hold |
7,755
| – | – | 0.05% | 126 |
|
|
2014
Q3 | $218K | Hold |
7,755
| – | – | 0.05% | 125 |
|
|
2014
Q2 | $218K | Hold |
7,755
| – | – | 0.04% | 131 |
|
|
2014
Q1 | $236K | Hold |
7,755
| – | – | 0.05% | 126 |
|
|
2013
Q4 | $225K | Hold |
7,755
| – | – | 0.04% | 125 |
|
|
2013
Q3 | $211K | Hold |
7,755
| – | – | 0.04% | 125 |
|
|
2013
Q2 | $206K | Buy |
+7,755
| New | +$206K | 0.04% | 129 |
|