BKS Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $348K | Sell |
8,640
-846
| -9% | -$34.1K | 0.14% | 140 |
|
|
2018
Q4 | $393K | Buy |
9,486
+2,061
| +28% | +$85.4K | 0.18% | 126 |
|
|
2018
Q3 | $310K | Hold |
7,425
| – | – | 0.11% | 160 |
|
|
2018
Q2 | $256K | Sell |
7,425
-570
| -7% | -$19.7K | 0.09% | 179 |
|
|
2018
Q1 | $269K | Sell |
7,995
-184
| -2% | -$6.19K | 0.1% | 171 |
|
|
2017
Q4 | $281K | Sell |
8,179
-572
| -7% | -$19.7K | 0.1% | 165 |
|
|
2017
Q3 | $296K | Buy |
8,751
+201
| +2% | +$6.8K | 0.11% | 154 |
|
|
2017
Q2 | $272K | Sell |
8,550
-211
| -2% | -$6.71K | 0.11% | 160 |
|
|
2017
Q1 | $284K | Buy |
8,761
+79
| +0.9% | +$2.56K | 0.12% | 151 |
|
|
2016
Q4 | $268K | Buy |
8,682
+448
| +5% | +$13.8K | 0.13% | 149 |
|
|
2016
Q3 | $265K | Buy |
8,234
+1
| +0% | +$32 | 0.12% | 142 |
|
|
2016
Q2 | $275K | Sell |
8,233
-316
| -4% | -$10.6K | 0.14% | 137 |
|
|
2016
Q1 | $240K | Buy |
+8,549
| New | +$240K | 0.13% | 148 |
|