JOYN 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 | $416K | Sell |
13,417
-2,772
| -17% | -$85.9K | 0.14% | 56 |
|
|
2019
Q4 | $602K | Buy |
16,189
+4,055
| +33% | +$151K | 0.13% | 43 |
|
|
2019
Q3 | $414K | Sell |
12,134
-1,853
| -13% | -$63.2K | 0.09% | 58 |
|
|
2019
Q2 | $490K | Buy |
13,987
+347
| +3% | +$12.2K | 0.11% | 57 |
|
|
2019
Q1 | $550K | Sell |
13,640
-3,168
| -19% | -$128K | 0.13% | 42 |
|
|
2018
Q4 | $696K | Buy |
16,808
+332
| +2% | +$13.7K | 0.16% | 42 |
|
|
2018
Q3 | $689K | Sell |
16,476
-415
| -2% | -$17.4K | 0.13% | 40 |
|
|
2018
Q2 | $581K | Buy |
16,891
+11,110
| +192% | +$382K | 0.12% | 46 |
|
|
2018
Q1 | $195K | Sell |
5,781
-156
| -3% | -$5.26K | 0.04% | 134 |
|
|
2017
Q4 | $204K | Buy |
+5,937
| New | +$204K | 0.04% | 164 |
|