First Western Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-42,960
| Closed | -$1.37M | – | 120 |
|
|
2015
Q2 | $1.37M | Buy |
+42,960
| New | +$1.37M | 0.44% | 85 |
|
|
2015
Q1 | – | Sell |
-7,819
| Closed | -$231K | – | 131 |
|
|
2014
Q4 | $231K | Sell |
7,819
-4,414
| -36% | -$130K | 0.07% | 122 |
|
|
2014
Q3 | $343K | Sell |
12,233
-27,279
| -69% | -$765K | 0.1% | 124 |
|
|
2014
Q2 | $1.11M | Buy |
39,512
+606
| +2% | +$17.1K | 0.37% | 94 |
|
|
2014
Q1 | $1.19M | Buy |
38,906
+10,121
| +35% | +$309K | 0.42% | 92 |
|
|
2013
Q4 | $836K | Buy |
+28,785
| New | +$836K | 0.29% | 111 |
|