Lau Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,665
| Closed | -$317K | – | 100 |
|
|
2018
Q4 | $317K | Buy |
+7,665
| New | +$317K | 0.18% | 77 |
|
|
2014
Q1 | – | Sell |
-11,657
| Closed | -$339K | – | 66 |
|
|
2013
Q4 | $339K | Hold |
11,657
| – | – | 0.3% | 54 |
|
|
2013
Q3 | $318K | Sell |
11,657
-527
| -4% | -$14.4K | 0.26% | 53 |
|
|
2013
Q2 | $324K | Buy |
+12,184
| New | +$324K | 0.27% | 53 |
|