Financial & Investment Management Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-8,727
| Closed | -$292K | – | 100 |
|
2016
Q2 | $292K | Hold |
8,727
| – | – | 0.09% | 85 |
|
2016
Q1 | $245K | Buy |
8,727
+452
| +5% | +$12.7K | 0.07% | 93 |
|
2015
Q4 | $253K | Hold |
8,275
| – | – | 0.07% | 100 |
|
2015
Q3 | $247K | Hold |
8,275
| – | – | 0.07% | 110 |
|
2015
Q2 | $263K | Sell |
8,275
-7,753
| -48% | -$246K | 0.07% | 118 |
|
2015
Q1 | $529K | Buy |
16,028
+7,613
| +90% | +$251K | 0.13% | 100 |
|
2014
Q4 | $249K | Buy |
+8,415
| New | +$249K | 0.07% | 107 |
|
2014
Q3 | – | Sell |
-8,275
| Closed | -$233K | – | 101 |
|
2014
Q2 | $233K | Hold |
8,275
| – | – | 0.07% | 98 |
|
2014
Q1 | $252K | Sell |
8,275
-2,053
| -20% | -$62.5K | 0.07% | 101 |
|
2013
Q4 | $300K | Buy |
+10,328
| New | +$300K | 0.09% | 101 |
|