Integrated Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.77M | Sell |
54,542
-125
| -0.2% | -$4.06K | 0.59% | 50 |
|
|
2016
Q4 | $1.69M | Sell |
54,667
-6,058
| -10% | -$187K | 0.63% | 45 |
|
|
2016
Q3 | $1.95M | Buy |
60,725
+4,021
| +7% | +$129K | 0.7% | 35 |
|
|
2016
Q2 | $1.89M | Sell |
56,704
-769
| -1% | -$25.7K | 0.73% | 32 |
|
|
2016
Q1 | $1.62M | Sell |
57,473
-2,682
| -4% | -$75.4K | 0.68% | 36 |
|
|
2015
Q4 | $1.84M | Sell |
60,155
-3,455
| -5% | -$106K | 0.79% | 26 |
|
|
2015
Q3 | $1.9M | Sell |
63,610
-1,768
| -3% | -$52.7K | 0.83% | 25 |
|
|
2015
Q2 | $2.08M | Buy |
65,378
+708
| +1% | +$22.5K | 0.81% | 25 |
|
|
2015
Q1 | $2.13M | Buy |
+64,670
| New | +$2.13M | 0.89% | 22 |
|