BWM
Biltmore Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,973
| Closed | -$828K | – | 63 |
|
|
2018
Q4 | $828K | Sell |
18,973
-307
| -2% | -$13.4K | 0.91% | 13 |
|
|
2018
Q3 | $850K | Sell |
19,280
-2,324
| -11% | -$102K | 0.7% | 13 |
|
|
2018
Q2 | $784K | Buy |
21,604
+1,756
| +9% | +$63.7K | 0.71% | 18 |
|
|
2018
Q1 | $704K | Sell |
19,848
-379
| -2% | -$13.4K | 0.67% | 19 |
|
|
2017
Q4 | $733K | Buy |
20,227
+420
| +2% | +$15.2K | 0.66% | 21 |
|
|
2017
Q3 | $707K | Buy |
+19,807
| New | +$707K | 0.74% | 19 |
|