HWP
Hefty Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $838K | Buy |
23,623
+23,434
| +12,399% | +$831K | 0.54% | 60 |
|
|
2017
Q4 | $7K | Sell |
189
-14,295
| -99% | -$529K | ﹤0.01% | 200 |
|
|
2017
Q3 | $517K | Buy |
14,484
+14,295
| +7,563% | +$510K | 0.34% | 68 |
|
|
2017
Q2 | $6K | Sell |
189
-51,371
| -100% | -$1.63M | ﹤0.01% | 187 |
|
|
2017
Q1 | $1.76M | Buy |
51,560
+51,371
| +27,180% | +$1.76M | 1.28% | 28 |
|
|
2016
Q4 | $6K | Hold |
189
| – | – | 0.01% | 185 |
|
|
2016
Q3 | $6K | Sell |
189
-49,033
| -100% | -$1.56M | ﹤0.01% | 189 |
|
|
2016
Q2 | $1.73M | Buy |
49,222
+1,157
| +2% | +$40.7K | 1.43% | 20 |
|
|
2016
Q1 | $1.42M | Buy |
48,065
+47,876
| +25,331% | +$1.42M | 1.33% | 27 |
|
|
2015
Q4 | $6K | Buy |
+189
| New | +$6K | 0.01% | 158 |
|