DPA
Delphi Private Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-400
| Closed | -$17K | – | 45 |
|
|
2018
Q4 | $17K | Sell |
400
-1,161
| -74% | -$49.3K | 0.09% | 28 |
|
|
2018
Q3 | $69K | Hold |
1,561
| – | – | 0.24% | 27 |
|
|
2018
Q2 | $57K | Hold |
1,561
| – | – | 0.19% | 32 |
|
|
2018
Q1 | $55K | Sell |
1,561
-1,938
| -55% | -$68.3K | 0.22% | 33 |
|
|
2017
Q4 | $127K | Buy |
3,499
+1,600
| +84% | +$58.1K | 0.31% | 33 |
|
|
2017
Q3 | $68K | Hold |
1,899
| – | – | 0.2% | 24 |
|
|
2017
Q2 | $64K | Hold |
1,899
| – | – | 0.13% | 31 |
|
|
2017
Q1 | $65K | Sell |
1,899
-877
| -32% | -$30K | 0.12% | 28 |
|
|
2016
Q4 | $90K | Sell |
2,776
-166
| -6% | -$5.38K | 0.16% | 29 |
|
|
2016
Q3 | $100K | Sell |
2,942
-1,065
| -27% | -$36.2K | 0.17% | 25 |
|
|
2016
Q2 | $141K | Buy |
4,007
+47
| +1% | +$1.65K | 0.26% | 17 |
|
|
2016
Q1 | $117K | Sell |
3,960
-420
| -10% | -$12.4K | 0.21% | 25 |
|
|
2015
Q4 | $141K | Buy |
+4,380
| New | +$141K | 0.24% | 21 |
|