Independence Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.52M | Hold |
43,608
| – | – | 0.33% | 29 |
|
|
2020
Q2 | $1.35M | Sell |
43,608
-68
| -0.2% | -$2.11K | 0.31% | 31 |
|
|
2020
Q1 | $1.35M | Buy |
43,676
+130
| +0.3% | +$4.03K | 0.37% | 30 |
|
|
2019
Q4 | $1.62M | Sell |
43,546
-389
| -0.9% | -$14.5K | 0.39% | 31 |
|
|
2019
Q3 | $1.5M | Sell |
43,935
-225
| -0.5% | -$7.67K | 0.36% | 29 |
|
|
2019
Q2 | $1.82M | Buy |
44,160
+1,102
| +3% | +$45.3K | 0.47% | 26 |
|
|
2019
Q1 | $1.74M | Hold |
43,058
| – | – | 0.49% | 25 |
|
|
2018
Q4 | $1.78M | Sell |
43,058
-1,098
| -2% | -$45.5K | 0.59% | 24 |
|
|
2018
Q3 | $1.85M | Buy |
44,156
+390
| +0.9% | +$16.3K | 0.55% | 23 |
|
|
2018
Q2 | $1.51M | Sell |
43,766
-173
| -0.4% | -$5.95K | 0.48% | 26 |
|
|
2018
Q1 | $1.48M | Sell |
43,939
-1,054
| -2% | -$35.5K | 0.49% | 26 |
|
|
2017
Q4 | $1.55M | Sell |
44,993
-395
| -0.9% | -$13.6K | 0.52% | 23 |
|
|
2017
Q3 | $1.54M | Sell |
45,388
-6,358
| -12% | -$215K | 0.61% | 22 |
|
|
2017
Q2 | $1.65M | Sell |
51,746
-106
| -0.2% | -$3.38K | 0.66% | 23 |
|
|
2017
Q1 | $1.68M | Sell |
51,852
-27,152
| -34% | -$881K | 0.71% | 21 |
|
|
2016
Q4 | $2.44M | Buy |
79,004
+125
| +0.2% | +$3.85K | 1.07% | 19 |
|
|
2016
Q3 | $2.54M | Buy |
78,879
+4,270
| +6% | +$137K | 1.19% | 15 |
|
|
2016
Q2 | $2.49M | Buy |
+74,609
| New | +$2.49M | 1.31% | 15 |
|