Balter Liquid Alternatives’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,502
| Closed | -$244K | – | 151 |
|
|
2017
Q1 | $244K | Sell |
7,502
-8,034
| -52% | -$261K | 0.35% | 71 |
|
|
2016
Q4 | $479K | Sell |
15,536
-4,903
| -24% | -$151K | 1.09% | 28 |
|
|
2016
Q3 | $657K | Hold |
20,439
| – | – | 1.65% | 20 |
|
|
2016
Q2 | $683K | Buy |
20,439
+1,289
| +7% | +$43.1K | 1.6% | 19 |
|
|
2016
Q1 | $539K | Buy |
+19,150
| New | +$539K | 1.24% | 25 |
|