BPWA
Beacon Pointe Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.16M | Buy |
55,081
+3,161
| +6% | +$124K | 0.4% | 53 |
|
|
2019
Q3 | $1.86M | Sell |
51,920
-11,224
| -18% | -$403K | 0.39% | 55 |
|
|
2019
Q2 | $2.74M | Buy |
63,144
+6,158
| +11% | +$267K | 0.58% | 37 |
|
|
2019
Q1 | $2.42M | Sell |
56,986
-1,433
| -2% | -$60.8K | 0.55% | 39 |
|
|
2018
Q4 | $2.55M | Buy |
+58,419
| New | +$2.55M | 0.92% | 27 |
|