LifePlan Financial Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$445K Hold
12,766
0.19% 83
2020
Q2
$396K Hold
12,766
0.18% 86
2020
Q1
$395K Sell
12,766
-15
-0.1% -$464 0.21% 81
2019
Q4
$475K Sell
12,781
-896
-7% -$33.3K 0.21% 83
2019
Q3
$466K Buy
13,677
+896
+7% +$30.5K 0.22% 78
2019
Q2
$525K Hold
12,781
0.25% 66
2019
Q1
$515K Buy
12,781
+429
+3% +$17.3K 0.27% 64
2018
Q4
$512K Hold
12,352
0.32% 57
2018
Q3
$516K Hold
12,352
0.28% 60
2018
Q2
$425K Sell
12,352
-316
-2% -$10.9K 0.24% 71
2018
Q1
$427K Sell
12,668
-1,327
-9% -$44.7K 0.25% 69
2017
Q4
$474K Hold
13,995
0.3% 60
2017
Q3
$474K Buy
13,995
+29
+0.2% +$982 0.3% 60
2017
Q2
$445K Buy
13,966
+132
+1% +$4.21K 0.3% 68
2017
Q1
$449K Hold
13,834
0.31% 64
2016
Q4
$426K Hold
13,834
0.3% 75
2016
Q3
$445K Buy
13,834
+328
+2% +$10.6K 0.31% 62
2016
Q2
$451K Buy
13,506
+1,603
+13% +$53.5K 0.31% 57
2016
Q1
$335K Buy
11,903
+975
+9% +$27.4K 0.24% 68
2015
Q4
$335K Hold
10,928
0.24% 69
2015
Q3
$326K Hold
10,928
0.24% 67
2015
Q2
$348K Buy
10,928
+449
+4% +$14.3K 0.23% 71
2015
Q1
$346K Hold
10,479
0.23% 51
2014
Q4
$310K Buy
10,479
+1,845
+21% +$54.6K 0.21% 58
2014
Q3
$242K Hold
8,634
0.2% 57
2014
Q2
$243K Hold
8,634
0.17% 55
2014
Q1
$263K Hold
8,634
0.21% 49
2013
Q4
$251K Buy
8,634
+1,791
+26% +$52.1K 0.17% 50
2013
Q3
$186K Buy
6,843
+5,148
+304% +$140K 0.15% 48
2013
Q2
$45K Buy
+1,695
New +$45K 0.05% 78