CWA
Cypress Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.1M | Sell |
49,339
-1,364
| -3% | -$57.9K | 2.4% | 11 |
|
|
2018
Q4 | $2.21M | Sell |
50,703
-224
| -0.4% | -$9.78K | 3.04% | 7 |
|
|
2018
Q3 | $2.24M | Sell |
50,927
-119
| -0.2% | -$5.24K | 2.36% | 12 |
|
|
2018
Q2 | $1.85M | Sell |
51,046
-4,387
| -8% | -$159K | 2% | 14 |
|
|
2018
Q1 | $1.97M | Sell |
55,433
-268
| -0.5% | -$9.51K | 2.13% | 12 |
|
|
2017
Q4 | $2.02M | Buy |
55,701
+4,533
| +9% | +$164K | 1.93% | 15 |
|
|
2017
Q3 | $1.83M | Buy |
51,168
+661
| +1% | +$23.6K | 2.95% | 8 |
|
|
2017
Q2 | $1.7M | Sell |
50,507
-16,255
| -24% | -$546K | 1.98% | 12 |
|
|
2017
Q1 | $2.28M | Buy |
66,762
+4,665
| +8% | +$160K | 1.04% | 21 |
|
|
2016
Q4 | $2.02M | Sell |
62,097
-5,664
| -8% | -$184K | 0.92% | 28 |
|
|
2016
Q3 | $2.3M | Buy |
67,761
+18,093
| +36% | +$613K | 1.03% | 18 |
|
|
2016
Q2 | $1.75M | Sell |
49,668
-302
| -0.6% | -$10.6K | 0.86% | 27 |
|
|
2016
Q1 | $1.48M | Sell |
49,970
-3,141
| -6% | -$93.1K | 0.68% | 33 |
|
|
2015
Q4 | $1.71M | Buy |
53,111
+1,956
| +4% | +$63.1K | 0.87% | 27 |
|
|
2015
Q3 | $1.61M | Buy |
51,155
+2,209
| +5% | +$69.4K | 0.87% | 25 |
|
|
2015
Q2 | $1.64M | Buy |
+48,946
| New | +$1.64M | 0.96% | 28 |
|