Bell & Brown Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-50,689
| Closed | -$1.95M | – | 79 |
|
|
2019
Q4 | $1.95M | Buy |
50,689
+941
| +2% | +$36.3K | 1.46% | 27 |
|
|
2019
Q3 | $1.68M | Buy |
49,748
+1,775
| +4% | +$59.9K | 1.38% | 30 |
|
|
2019
Q2 | $1.97M | Buy |
47,973
+2,204
| +5% | +$90.6K | 1.74% | 24 |
|
|
2019
Q1 | $1.84M | Buy |
45,769
+441
| +1% | +$17.8K | 1.68% | 24 |
|
|
2018
Q4 | $1.88M | Buy |
45,328
+373
| +0.8% | +$15.4K | 2.01% | 17 |
|
|
2018
Q3 | $1.84M | Buy |
44,955
+448
| +1% | +$18.3K | 1.71% | 22 |
|
|
2018
Q2 | $1.53M | Buy |
44,507
+994
| +2% | +$34.2K | 1.51% | 25 |
|
|
2018
Q1 | $1.48M | Buy |
43,513
+2,150
| +5% | +$72.9K | 1.55% | 23 |
|
|
2017
Q4 | $1.42M | Buy |
+41,363
| New | +$1.42M | 1.47% | 28 |
|