Fusion Family Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$36K | – | 85 |
|
|
2021
Q1 | $36K | Hold |
1,000
| – | – | 0.01% | 58 |
|
|
2020
Q4 | $37K | Sell |
1,000
-54
| -5% | -$2K | 0.01% | 56 |
|
|
2020
Q3 | $37K | Sell |
1,054
-685
| -39% | -$24K | 0.01% | 56 |
|
|
2020
Q2 | $54K | Hold |
1,739
| – | – | 0.01% | 48 |
|
|
2020
Q1 | $54K | Hold |
1,739
| – | – | 0.01% | 51 |
|
|
2019
Q4 | $65K | Sell |
1,739
-434
| -20% | -$16.2K | 0.02% | 57 |
|
|
2019
Q3 | $74K | Sell |
2,173
-366
| -14% | -$12.5K | 0.02% | 50 |
|
|
2019
Q2 | $104K | Buy |
2,539
+556
| +28% | +$22.8K | 0.03% | 60 |
|
|
2019
Q1 | $80K | Sell |
1,983
-668
| -25% | -$26.9K | 0.02% | 55 |
|
|
2018
Q4 | $110K | Buy |
2,651
+61
| +2% | +$2.53K | 0.03% | 82 |
|
|
2018
Q3 | $108K | Hold |
2,590
| – | – | 0.03% | 84 |
|
|
2018
Q2 | $89K | Hold |
2,590
| – | – | 0.03% | 98 |
|
|
2018
Q1 | $87K | Sell |
2,590
-43
| -2% | -$1.44K | 0.03% | 84 |
|
|
2017
Q4 | $90K | Buy |
2,633
+1,252
| +91% | +$42.8K | 0.02% | 102 |
|
|
2017
Q3 | $47K | Sell |
1,381
-1,285
| -48% | -$43.7K | 0.02% | 91 |
|
|
2017
Q2 | $85K | Sell |
2,666
-84
| -3% | -$2.68K | 0.03% | 104 |
|
|
2017
Q1 | $89K | Sell |
2,750
-786
| -22% | -$25.4K | 0.03% | 101 |
|
|
2016
Q4 | $109K | Buy |
+3,536
| New | +$109K | 0.06% | 90 |
|