Morgens Waterfall Vintiadis & Co’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,642
| Closed | -$314K | – | 57 |
|
|
2019
Q2 | $314K | Sell |
7,642
-6,060
| -44% | -$249K | 0.22% | 51 |
|
|
2019
Q1 | $552K | Hold |
13,702
| – | – | 0.4% | 46 |
|
|
2018
Q4 | $567K | Hold |
13,702
| – | – | 0.5% | 46 |
|
|
2018
Q3 | $573K | Hold |
13,702
| – | – | 0.37% | 48 |
|
|
2018
Q2 | $472K | Hold |
13,702
| – | – | 0.33% | 53 |
|
|
2018
Q1 | $461K | Buy |
+13,702
| New | +$461K | 0.35% | 49 |
|
|
2015
Q4 | – | Sell |
-121,210
| Closed | -$3.61M | – | 47 |
|
|
2015
Q3 | $3.61M | Hold |
121,210
| – | – | 1.99% | 11 |
|
|
2015
Q2 | $3.86M | Sell |
121,210
-52,700
| -30% | -$1.68M | 2.43% | 17 |
|
|
2015
Q1 | $5.74M | Hold |
173,910
| – | – | 3.68% | 6 |
|
|
2014
Q4 | $5.14M | Hold |
173,910
| – | – | 2.87% | 13 |
|
|
2014
Q3 | $4.88M | Buy |
+173,910
| New | +$4.88M | 3.42% | 10 |
|