LWS
Lucia Wealth Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $118K | Hold |
3,221
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $105K | Hold |
3,221
| – | – | 0.03% | 138 |
|
|
2020
Q1 | $105K | Buy |
3,221
+352
| +12% | +$11.5K | 0.03% | 144 |
|
|
2019
Q4 | $112K | Sell |
2,869
-246
| -8% | -$9.6K | 0.03% | 132 |
|
|
2019
Q3 | $112K | Sell |
3,115
-13,429
| -81% | -$483K | 0.04% | 113 |
|
|
2019
Q2 | $717K | Sell |
16,544
-508
| -3% | -$22K | 0.25% | 68 |
|
|
2019
Q1 | $724K | Buy |
17,052
+8,196
| +93% | +$348K | 0.25% | 78 |
|
|
2018
Q4 | $387K | Sell |
8,856
-7,782
| -47% | -$340K | 0.18% | 85 |
|
|
2018
Q3 | $733K | Sell |
16,638
-607
| -4% | -$26.7K | 0.23% | 93 |
|
|
2018
Q2 | $626K | Buy |
17,245
+15,280
| +778% | +$555K | 0.27% | 78 |
|
|
2018
Q1 | $70K | Buy |
+1,965
| New | +$70K | 0.02% | 136 |
|