Cardan Capital Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $575K | Buy |
13,361
+416
| +3% | +$17.9K | 0.06% | 149 |
|
2021
Q2 | $507K | Sell |
12,945
-22
| -0.2% | -$862 | 0.06% | 160 |
|
2021
Q1 | $470K | Hold |
12,967
| – | – | 0.06% | 151 |
|
2020
Q4 | $477K | Buy |
12,967
+1,566
| +14% | +$57.6K | 0.06% | 146 |
|
2020
Q3 | $397K | Buy |
11,401
+1,193
| +12% | +$41.5K | 0.05% | 159 |
|
2020
Q2 | $317K | Buy |
+10,208
| New | +$317K | 0.05% | 175 |
|
2019
Q2 | – | Sell |
-6,313
| Closed | -$254K | – | 173 |
|
2019
Q1 | $254K | Sell |
6,313
-34
| -0.5% | -$1.37K | 0.04% | 156 |
|
2018
Q4 | $263K | Sell |
6,347
-32
| -0.5% | -$1.33K | 0.05% | 148 |
|
2018
Q3 | $267K | Hold |
6,379
| – | – | 0.04% | 154 |
|
2018
Q2 | $220K | Sell |
6,379
-2,880
| -31% | -$99.3K | 0.04% | 169 |
|
2018
Q1 | $312K | Buy |
+9,259
| New | +$312K | 0.05% | 147 |
|