Asset Planning Services (Pennsylvania)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,474
| Closed | -$84K | – | 201 |
|
|
2019
Q3 | $84K | Buy |
2,474
+2
| +0.1% | +$68 | 0.04% | 105 |
|
|
2019
Q2 | $102K | Buy |
2,472
+2
| +0.1% | +$83 | 0.04% | 99 |
|
|
2019
Q1 | $100K | Sell |
2,470
-403
| -14% | -$16.3K | 0.05% | 99 |
|
|
2018
Q4 | $119K | Buy |
2,873
+16
| +0.6% | +$663 | 0.06% | 81 |
|
|
2018
Q3 | $120K | Buy |
2,857
+16
| +0.6% | +$672 | 0.06% | 83 |
|
|
2018
Q2 | $98K | Sell |
2,841
-229
| -7% | -$7.9K | 0.05% | 94 |
|
|
2018
Q1 | $103K | Buy |
3,070
+19
| +0.6% | +$637 | 0.05% | 93 |
|
|
2017
Q4 | $105K | Buy |
3,051
+18
| +0.6% | +$619 | 0.05% | 101 |
|
|
2017
Q3 | $103K | Buy |
3,033
+177
| +6% | +$6.01K | 0.06% | 106 |
|
|
2017
Q2 | $91K | Sell |
2,856
-265
| -8% | -$8.44K | 0.06% | 108 |
|
|
2017
Q1 | $101K | Buy |
3,121
+145
| +5% | +$4.69K | 0.07% | 107 |
|
|
2016
Q4 | $92K | Buy |
2,976
+18
| +0.6% | +$556 | 0.07% | 98 |
|
|
2016
Q3 | $95K | Buy |
2,958
+16
| +0.5% | +$514 | 0.08% | 95 |
|
|
2016
Q2 | $98K | Sell |
2,942
-36
| -1% | -$1.2K | 0.08% | 102 |
|
|
2016
Q1 | $84K | Buy |
2,978
+19
| +0.6% | +$536 | 0.08% | 113 |
|
|
2015
Q4 | $91K | Buy |
2,959
+69
| +2% | +$2.12K | 0.09% | 86 |
|
|
2015
Q3 | $86K | Buy |
2,890
+16
| +0.6% | +$476 | 0.09% | 81 |
|
|
2015
Q2 | $91K | Buy |
+2,874
| New | +$91K | 0.09% | 83 |
|