Heck Capital Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-380
| Closed | -$12.6K | – | 201 |
|
|
2023
Q3 | $12.6K | Buy |
+380
| New | +$12.6K | ﹤0.01% | 172 |
|
|
2020
Q2 | – | Sell |
-411
| Closed | -$12.7K | – | 116 |
|
|
2020
Q1 | $12.7K | Sell |
411
-4,857
| -92% | -$150K | ﹤0.01% | 97 |
|
|
2019
Q4 | $196K | Buy |
5,268
+193
| +4% | +$7.17K | 0.05% | 90 |
|
|
2019
Q3 | $173K | Buy |
5,075
+188
| +4% | +$6.41K | 0.05% | 86 |
|
|
2019
Q2 | $201K | Buy |
4,887
+179
| +4% | +$7.36K | 0.05% | 78 |
|
|
2019
Q1 | $190K | Buy |
4,708
+167
| +4% | +$6.73K | 0.06% | 76 |
|
|
2018
Q4 | $188K | Sell |
4,541
-91
| -2% | -$3.77K | 0.07% | 75 |
|
|
2018
Q3 | $194K | Sell |
4,632
-279
| -6% | -$11.7K | 0.06% | 75 |
|
|
2018
Q2 | $169K | Buy |
4,911
+26
| +0.5% | +$895 | 0.06% | 74 |
|
|
2018
Q1 | $164K | Buy |
4,885
+8
| +0.2% | +$269 | 0.07% | 64 |
|
|
2017
Q4 | $168K | Buy |
4,877
+26
| +0.5% | +$893 | 0.08% | 64 |
|
|
2017
Q3 | $164K | Buy |
4,851
+181
| +4% | +$6.13K | 0.09% | 60 |
|
|
2017
Q2 | $149K | Sell |
4,670
-359
| -7% | -$11.4K | 0.09% | 52 |
|
|
2017
Q1 | $163K | Sell |
5,029
-232
| -4% | -$7.53K | 0.1% | 44 |
|
|
2016
Q4 | $162K | Buy |
+5,261
| New | +$162K | 0.12% | 42 |
|