Integrated Wealth Counsel’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $537K | Hold |
17,410
| – | – | 1.15% | 16 |
|
|
2016
Q3 | $559K | Buy |
+17,410
| New | +$559K | 1.18% | 14 |
|
|
2015
Q2 | – | Sell |
-1,896
| Closed | -$63K | – | 91 |
|
|
2015
Q1 | $63K | Hold |
1,896
| – | – | 0.08% | 52 |
|
|
2014
Q4 | $56K | Hold |
1,896
| – | – | 0.07% | 55 |
|
|
2014
Q3 | $53K | Hold |
1,896
| – | – | 0.05% | 55 |
|
|
2014
Q2 | $53K | Hold |
1,896
| – | – | 0.04% | 69 |
|
|
2014
Q1 | $58K | Hold |
1,896
| – | – | 0.05% | 88 |
|
|
2013
Q4 | $55K | Hold |
1,896
| – | – | 0.04% | 96 |
|
|
2013
Q3 | $51.7K | Hold |
1,896
| – | – | 0.04% | 98 |
|
|
2013
Q2 | $50K | Buy |
+1,896
| New | +$50K | 0.04% | 101 |
|