Lucia Wealth Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $105K | Hold |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $112K | Sell |
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|
2019
Q3 | $112K | Sell |
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|
2019
Q2 | $717K | Sell |
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|
2019
Q1 | $724K | Buy |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $733K | Sell |
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|
2018
Q2 | $626K | Buy |
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|
2018
Q1 | $70K | Buy |
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