Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-21,032
Closed -$732K 145
2020
Q3
$732K Buy
21,032
+7,687
+58% +$270K 0.24% 103
2020
Q2
$414K Sell
13,345
-97
-0.7% -$3.29K 0.16% 121
2020
Q1
$416K Sell
13,442
-5,691
-30% -$194K 0.2% 107
2019
Q4
$711K Buy
19,133
+3,275
+21% +$117K 0.33% 102
2019
Q3
$541K Buy
15,858
+1,004
+7% +$36.5K 0.25% 112
2019
Q2
$611K Buy
14,854
+514
+4% +$20.4K 0.26% 99
2019
Q1
$578K Sell
14,340
-548
-4% -$21.9K 0.25% 107
2018
Q4
$617K Buy
14,888
+1,094
+8% +$45.4K 0.31% 85
2018
Q3
$577K Buy
13,794
+895
+7% +$34.5K 0.22% 109
2018
Q2
$444K Buy
12,899
+1,629
+14% +$55.7K 0.2% 101
2018
Q1
$379K Buy
11,270
+1,431
+15% +$49.2K 0.18% 101
2017
Q4
$338K Buy
9,839
+1,590
+19% +$54.2K 0.16% 92
2017
Q3
$279K Sell
8,249
-554
-6% -$17.8K 0.13% 90
2017
Q2
$281K Buy
8,803
+2,115
+32% +$66.7K 0.12% 75
2017
Q1
$217K Buy
+6,688
New +$211K 0.09% 92

Other funds holding PFE