Gupta Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $637K | Sell |
22,648
-1,536
| -6% | -$43.2K | 0.15% | 121 |
|
|
2015
Q4 | $741K | Sell |
24,184
-10,533
| -30% | -$323K | 0.19% | 107 |
|
|
2015
Q3 | $1.04M | Sell |
34,717
-2,235
| -6% | -$66.6K | 0.25% | 86 |
|
|
2015
Q2 | $1.18M | Buy |
36,952
+5,453
| +17% | +$174K | 0.29% | 77 |
|
|
2015
Q1 | $1.04M | Buy |
+31,499
| New | +$1.04M | 0.31% | 80 |
|