Bridgewater Wealth & Financial Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-39,381
| Closed | -$1.26M | – | 89 |
|
|
2017
Q2 | $1.26M | Buy |
39,381
+3,771
| +11% | +$120K | 0.42% | 43 |
|
|
2017
Q1 | $1.16M | Sell |
35,610
-404
| -1% | -$13.1K | 0.42% | 44 |
|
|
2016
Q4 | $1.11M | Buy |
36,014
+241
| +0.7% | +$7.43K | 0.42% | 43 |
|
|
2016
Q3 | $1.15M | Buy |
35,773
+1,209
| +3% | +$38.9K | 0.42% | 45 |
|
|
2016
Q2 | $1.16M | Sell |
34,564
-3,166
| -8% | -$106K | 0.42% | 46 |
|
|
2016
Q1 | $1.06M | Buy |
37,730
+1,864
| +5% | +$52.4K | 0.39% | 46 |
|
|
2015
Q4 | $1.1M | Buy |
35,866
+8
| +0% | +$245 | 0.43% | 42 |
|
|
2015
Q3 | $1.07M | Buy |
35,858
+801
| +2% | +$23.9K | 0.44% | 41 |
|
|
2015
Q2 | $1.12M | Sell |
35,057
-2,108
| -6% | -$67K | 0.47% | 37 |
|
|
2015
Q1 | $1.23M | Sell |
37,165
-333
| -0.9% | -$11K | 0.52% | 37 |
|
|
2014
Q4 | $1.11M | Buy |
+37,498
| New | +$1.11M | 0.45% | 44 |
|