Dynasty Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,215
| Closed | -$762K | – | 80 |
|
|
2018
Q3 | $762K | Buy |
18,215
+11,721
| +180% | +$490K | 0.98% | 20 |
|
|
2018
Q2 | $224K | Sell |
6,494
-49
| -0.7% | -$1.69K | 0.46% | 60 |
|
|
2018
Q1 | $220K | Sell |
6,543
-7,782
| -54% | -$262K | 0.09% | 57 |
|
|
2017
Q4 | $492K | Buy |
+14,325
| New | +$492K | 0.85% | 29 |
|