Lagoda Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,292
| Closed | -$44K | – | 38 |
|
|
2018
Q1 | $44K | Hold |
1,292
| – | – | 0.02% | 34 |
|
|
2017
Q4 | $44K | Hold |
1,292
| – | – | 0.02% | 38 |
|
|
2017
Q3 | $44K | Hold |
1,292
| – | – | 0.02% | 37 |
|
|
2017
Q2 | $41K | Hold |
1,292
| – | – | 0.02% | 35 |
|
|
2017
Q1 | $42K | Hold |
1,292
| – | – | 0.02% | 32 |
|
|
2016
Q4 | $40K | Sell |
1,292
-265
| -17% | -$8.2K | 0.01% | 37 |
|
|
2016
Q3 | $50K | Sell |
1,557
-63
| -4% | -$2.02K | 0.02% | 25 |
|
|
2016
Q2 | $54K | Hold |
1,620
| – | – | 0.02% | 24 |
|
|
2016
Q1 | $46K | Sell |
1,620
-84
| -5% | -$2.39K | 0.02% | 26 |
|
|
2015
Q4 | $52K | Hold |
1,704
| – | – | 0.01% | 29 |
|
|
2015
Q3 | $51K | Hold |
1,704
| – | – | 0.01% | 28 |
|
|
2015
Q2 | $54K | Hold |
1,704
| – | – | 0.01% | 26 |
|
|
2015
Q1 | $56K | Sell |
1,704
-273
| -14% | -$8.97K | 0.02% | 26 |
|
|
2014
Q4 | $58K | Buy |
+1,977
| New | +$58K | 0.02% | 35 |
|