Haverford Financial Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,229
| Closed | -$210K | – | 87 |
|
|
2018
Q1 | $210K | Sell |
6,229
-3,780
| -38% | -$127K | 0.08% | 86 |
|
|
2017
Q4 | $344K | Buy |
10,009
+406
| +4% | +$14K | 0.13% | 62 |
|
|
2017
Q3 | $325K | Hold |
9,603
| – | – | 0.13% | 56 |
|
|
2017
Q2 | $306K | Sell |
9,603
-157
| -2% | -$5K | 0.12% | 46 |
|
|
2017
Q1 | $317K | Sell |
9,760
-52
| -0.5% | -$1.69K | 0.13% | 44 |
|
|
2016
Q4 | $302K | Hold |
9,812
| – | – | 0.13% | 45 |
|
|
2016
Q3 | $315K | Buy |
9,812
+161
| +2% | +$5.17K | 0.14% | 43 |
|
|
2016
Q2 | $322K | Buy |
9,651
+793
| +9% | +$26.5K | 0.14% | 46 |
|
|
2016
Q1 | $249K | Buy |
+8,858
| New | +$249K | 0.11% | 55 |
|