CWA
Constellation Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $344K | Sell |
10,964
-150
| -1% | -$4.71K | 0.04% | 69 |
|
|
2015
Q2 | $373K | Hold |
11,114
| – | – | 0.03% | 148 |
|
|
2015
Q1 | $387K | Buy |
11,114
+150
| +1% | +$5.22K | 0.03% | 153 |
|
|
2014
Q4 | $342K | Buy |
10,964
+1,700
| +18% | +$53K | 0.03% | 154 |
|
|
2014
Q3 | $274K | Buy |
9,264
+1,584
| +21% | +$46.9K | 0.03% | 175 |
|
|
2014
Q2 | $228K | Sell |
7,680
-14,581
| -66% | -$433K | 0.03% | 172 |
|
|
2014
Q1 | $715K | Buy |
22,261
+1,741
| +8% | +$55.9K | 0.07% | 131 |
|
|
2013
Q4 | $628K | Sell |
20,520
-890
| -4% | -$27.2K | 0.06% | 139 |
|
|
2013
Q3 | $615K | Buy |
21,410
+3,275
| +18% | +$94.1K | 0.07% | 132 |
|
|
2013
Q2 | $508K | Buy |
+18,135
| New | +$508K | 0.06% | 137 |
|