Lederer & Associates Investment Counsel’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,950
| Closed | -$70.6K | – | 128 |
|
|
2021
Q1 | $70.6K | Buy |
+1,950
| New | +$70.6K | 0.05% | 97 |
|
|
2020
Q1 | – | Sell |
-6,124
| Closed | -$228K | – | 93 |
|
|
2019
Q4 | $228K | Buy |
+6,124
| New | +$228K | 0.2% | 86 |
|
|
2019
Q3 | – | Sell |
-5,813
| Closed | -$239K | – | 91 |
|
|
2019
Q2 | $239K | Hold |
5,813
| – | – | 0.22% | 84 |
|
|
2019
Q1 | $234K | Sell |
5,813
-248
| -4% | -$9.98K | 0.22% | 84 |
|
|
2018
Q4 | $251K | Sell |
6,061
-210
| -3% | -$8.7K | 0.27% | 80 |
|
|
2018
Q3 | $262K | Buy |
6,271
+216
| +4% | +$9.02K | 0.22% | 85 |
|
|
2018
Q2 | $208K | Hold |
6,055
| – | – | 0.19% | 91 |
|
|
2018
Q1 | $204K | Buy |
+6,055
| New | +$204K | 0.18% | 90 |
|