Gideon Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-53,752
| Closed | -$2M | – | 157 |
|
|
2019
Q4 | $2M | Buy |
+53,752
| New | +$2M | 0.69% | 37 |
|
|
2019
Q3 | – | Sell |
-38,205
| Closed | -$1.57M | – | 377 |
|
|
2019
Q2 | $1.57M | Buy |
38,205
+30,214
| +378% | +$1.24M | 0.54% | 58 |
|
|
2019
Q1 | $322K | Buy |
+7,991
| New | +$322K | 0.12% | 263 |
|
|
2018
Q2 | – | Sell |
-8,237
| Closed | -$277K | – | 463 |
|
|
2018
Q1 | $277K | Buy |
+8,237
| New | +$277K | 0.17% | 261 |
|