B. Riley Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,428
| Closed | -$227K | – | 165 |
|
|
2018
Q3 | $227K | Sell |
5,428
-12,631
| -70% | -$528K | 0.06% | 156 |
|
|
2018
Q2 | $636K | Sell |
18,059
-3,356
| -16% | -$118K | 0.17% | 110 |
|
|
2018
Q1 | $721K | Buy |
21,415
+3,408
| +19% | +$115K | 0.2% | 114 |
|
|
2017
Q4 | $619K | Sell |
18,007
-2,198
| -11% | -$75.6K | 0.16% | 130 |
|
|
2017
Q3 | $684K | Buy |
+20,205
| New | +$684K | 0.19% | 126 |
|
|
2017
Q2 | – | Sell |
-6,942
| Closed | -$225K | – | 211 |
|
|
2017
Q1 | $225K | Sell |
6,942
-421
| -6% | -$13.6K | 0.11% | 131 |
|
|
2016
Q4 | $227K | Sell |
7,363
-116
| -2% | -$3.58K | 0.15% | 122 |
|
|
2016
Q3 | $240K | Hold |
7,479
| – | – | 0.15% | 93 |
|
|
2016
Q2 | $250K | Hold |
7,479
| – | – | 0.14% | 85 |
|
|
2016
Q1 | $210K | Sell |
7,479
-1,291
| -15% | -$36.2K | 0.15% | 107 |
|
|
2015
Q4 | $269K | Buy |
+8,770
| New | +$269K | 0.19% | 85 |
|