Kopp Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,303
| Closed | -$294K | – | 53 |
|
|
2019
Q1 | $294K | Buy |
7,303
+333
| +5% | +$13.4K | 0.24% | 47 |
|
|
2018
Q4 | $289K | Buy |
6,970
+844
| +14% | +$35K | 0.28% | 51 |
|
|
2018
Q3 | $256K | Buy |
+6,126
| New | +$256K | 0.22% | 55 |
|
|
2013
Q3 | – | Sell |
-7,800
| Closed | -$207K | – | 91 |
|
|
2013
Q2 | $207K | Buy |
+7,800
| New | +$207K | 0.08% | 91 |
|