LWM
LBA Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $903K | Sell |
26,388
-211
| -0.8% | -$7.22K | 0.48% | 37 |
|
|
2016
Q4 | $864K | Buy |
26,599
+928
| +4% | +$30.1K | 0.47% | 37 |
|
|
2016
Q3 | $869K | Buy |
25,671
+847
| +3% | +$28.7K | 0.49% | 35 |
|
|
2016
Q2 | $874K | Sell |
24,824
-1,049
| -4% | -$36.9K | 0.49% | 40 |
|
|
2016
Q1 | $767K | Sell |
25,873
-1,091
| -4% | -$32.3K | 0.44% | 40 |
|
|
2015
Q4 | $870K | Sell |
26,964
-34
| -0.1% | -$1.1K | 0.5% | 32 |
|
|
2015
Q3 | $848K | Buy |
26,998
+368
| +1% | +$11.6K | 0.53% | 32 |
|
|
2015
Q2 | $893K | Sell |
26,630
-147
| -0.5% | -$4.93K | 0.56% | 34 |
|
|
2015
Q1 | $932K | Sell |
26,777
-51
| -0.2% | -$1.78K | 0.59% | 35 |
|
|
2014
Q4 | $836K | Sell |
26,828
-2,797
| -9% | -$87.2K | 0.55% | 37 |
|
|
2014
Q3 | $876K | Buy |
29,625
+754
| +3% | +$22.3K | 0.61% | 37 |
|
|
2014
Q2 | $857K | Sell |
28,871
-96
| -0.3% | -$2.85K | 0.7% | 36 |
|
|
2014
Q1 | $930K | Sell |
28,967
-851
| -3% | -$27.3K | 0.76% | 34 |
|
|
2013
Q4 | $913K | Buy |
+29,818
| New | +$913K | 0.75% | 33 |
|