Huber Financial 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 | $476K | Sell |
15,357
-934
| -6% | -$29K | 0.18% | 65 |
|
|
2019
Q4 | $606K | Buy |
16,291
+1
| +0% | +$37 | 0.21% | 60 |
|
|
2019
Q3 | $555K | Sell |
16,290
-893
| -5% | -$30.4K | 0.22% | 58 |
|
|
2019
Q2 | $706K | Hold |
17,183
| – | – | 0.31% | 45 |
|
|
2019
Q1 | $692K | Buy |
17,183
+7,435
| +76% | +$299K | 0.34% | 43 |
|
|
2018
Q4 | $404K | Hold |
9,748
| – | – | 0.22% | 60 |
|
|
2018
Q3 | $408K | Buy |
9,748
+1
| +0% | +$42 | 0.31% | 60 |
|
|
2018
Q2 | $335K | Hold |
9,747
| – | – | 0.31% | 64 |
|
|
2018
Q1 | $328K | Buy |
+9,747
| New | +$328K | 0.32% | 66 |
|