BWM
Braver Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3.97M | Buy |
122,286
+6,224
| +5% | +$202K | 0.65% | 47 |
|
|
2016
Q3 | $3.93M | Sell |
116,062
-6,027
| -5% | -$204K | 0.66% | 48 |
|
|
2016
Q2 | $4.3M | Sell |
122,089
-4,545
| -4% | -$160K | 0.73% | 37 |
|
|
2016
Q1 | $3.75M | Buy |
126,634
+39,060
| +45% | +$1.16M | 0.62% | 49 |
|
|
2015
Q4 | $2.83M | Buy |
87,574
+5,990
| +7% | +$193K | 0.58% | 46 |
|
|
2015
Q3 | $2.56M | Sell |
81,584
-4,524
| -5% | -$142K | 0.64% | 45 |
|
|
2015
Q2 | $2.89M | Buy |
86,108
+245
| +0.3% | +$8.22K | 0.7% | 30 |
|
|
2015
Q1 | $2.99M | Buy |
85,863
+21,154
| +33% | +$736K | 0.61% | 31 |
|
|
2014
Q4 | $2.02M | Buy |
64,709
+17,288
| +36% | +$539K | 0.41% | 44 |
|
|
2014
Q3 | $1.4M | Buy |
47,421
+506
| +1% | +$15K | 0.42% | 41 |
|
|
2014
Q2 | $1.39M | Buy |
46,915
+791
| +2% | +$23.5K | 0.36% | 49 |
|
|
2014
Q1 | $1.48M | Sell |
46,124
-482
| -1% | -$15.5K | 0.42% | 41 |
|
|
2013
Q4 | $1.43M | Sell |
46,606
-4,722
| -9% | -$145K | 0.49% | 42 |
|
|
2013
Q3 | $1.47M | Buy |
51,328
+2,078
| +4% | +$59.7K | 0.51% | 38 |
|
|
2013
Q2 | $1.38M | Buy |
+49,250
| New | +$1.38M | 0.63% | 32 |
|