CPA
Clear Perspective Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.13M | Sell |
19,138
-3,404
| -15% | -$201K | 0.34% | 56 |
|
|
2021
Q3 | $970K | Buy |
22,542
+2,190
| +11% | +$94.2K | 0.33% | 57 |
|
|
2021
Q2 | $797K | Buy |
20,352
+3,294
| +19% | +$129K | 0.28% | 63 |
|
|
2021
Q1 | $618K | Buy |
17,058
+4,426
| +35% | +$160K | 0.24% | 76 |
|
|
2020
Q4 | $465K | Buy |
12,632
+2,133
| +20% | +$78.5K | 0.19% | 92 |
|
|
2020
Q3 | $581 | Buy |
10,499
+1,070
| +11% | +$59 | 0.27% | 68 |
|
|
2020
Q2 | $308K | Buy |
9,429
+1,675
| +22% | +$54.7K | 0.17% | 94 |
|
|
2020
Q1 | $253K | Buy |
7,754
+550
| +8% | +$17.9K | 0.17% | 97 |
|
|
2019
Q4 | $282K | Sell |
7,204
-5,500
| -43% | -$215K | 0.17% | 112 |
|
|
2019
Q3 | $456K | Hold |
12,704
| – | – | 0.21% | 90 |
|
|
2019
Q2 | $550K | Sell |
12,704
-2,288
| -15% | -$99.1K | 0.35% | 68 |
|
|
2019
Q1 | $613K | Buy |
14,992
+200
| +1% | +$8.18K | 0.43% | 66 |
|
|
2018
Q4 | $646K | Hold |
14,792
| – | – | 0.54% | 56 |
|
|
2018
Q3 | $652K | Sell |
14,792
-510
| -3% | -$22.5K | 0.48% | 63 |
|
|
2018
Q2 | $555K | Sell |
15,302
-489
| -3% | -$17.7K | 0.39% | 75 |
|
|
2018
Q1 | $560K | Buy |
15,791
+44
| +0.3% | +$1.56K | 0.42% | 71 |
|
|
2017
Q4 | $570K | Hold |
15,747
| – | – | 0.44% | 62 |
|
|
2017
Q3 | $562K | Buy |
+15,747
| New | +$562K | 0.46% | 58 |
|
|
2017
Q2 | – | Sell |
-15,097
| Closed | -$516K | – | 59 |
|
|
2017
Q1 | $516K | Sell |
15,097
-6,500
| -30% | -$222K | 0.34% | 63 |
|
|
2016
Q4 | $701K | Buy |
+21,597
| New | +$701K | 0.47% | 49 |
|