MWP
MYCIO Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,880
| Closed | -$2.19M | – | 284 |
|
|
2019
Q4 | $2.19M | Sell |
55,880
-450
| -0.8% | -$17.6K | 0.14% | 69 |
|
|
2019
Q3 | $2.02M | Sell |
56,330
-332
| -0.6% | -$11.9K | 0.15% | 62 |
|
|
2019
Q2 | $2.46M | Buy |
56,662
+9,324
| +20% | +$404K | 0.19% | 53 |
|
|
2019
Q1 | $2.01M | Buy |
47,338
+296
| +0.6% | +$12.6K | 0.17% | 56 |
|
|
2018
Q4 | $2.05M | Buy |
47,042
+343
| +0.7% | +$15K | 0.19% | 53 |
|
|
2018
Q3 | $2.06M | Buy |
46,699
+2,319
| +5% | +$102K | 0.2% | 51 |
|
|
2018
Q2 | $1.61M | Buy |
44,380
+213
| +0.5% | +$7.73K | 0.17% | 57 |
|
|
2018
Q1 | $1.57M | Buy |
44,167
+76
| +0.2% | +$2.7K | 0.18% | 51 |
|
|
2017
Q4 | $1.6M | Sell |
44,091
-925
| -2% | -$33.5K | 0.17% | 51 |
|
|
2017
Q3 | $1.61M | Sell |
45,016
-497
| -1% | -$17.7K | 0.18% | 53 |
|
|
2017
Q2 | $1.53M | Buy |
45,513
+1,023
| +2% | +$34.4K | 0.18% | 56 |
|
|
2017
Q1 | $1.52M | Sell |
44,490
-879
| -2% | -$30.1K | 0.19% | 56 |
|
|
2016
Q4 | $1.47M | Buy |
45,369
+2,634
| +6% | +$85.6K | 0.2% | 52 |
|
|
2016
Q3 | $1.45M | Buy |
42,735
+2,273
| +6% | +$77K | 0.24% | 39 |
|
|
2016
Q2 | $1.43M | Sell |
40,462
-15,014
| -27% | -$529K | 0.24% | 37 |
|
|
2016
Q1 | $1.64M | Buy |
55,476
+22,040
| +66% | +$653K | 0.29% | 36 |
|
|
2015
Q4 | $1.08M | Buy |
33,436
+1,825
| +6% | +$58.9K | 0.19% | 52 |
|
|
2015
Q3 | $993K | Buy |
31,611
+2,295
| +8% | +$72.1K | 0.2% | 46 |
|
|
2015
Q2 | $983K | Buy |
29,316
+70
| +0.2% | +$2.35K | 0.19% | 53 |
|
|
2015
Q1 | $1.02M | Buy |
29,246
+3,832
| +15% | +$133K | 0.21% | 48 |
|
|
2014
Q4 | $792K | Buy |
25,414
+2,601
| +11% | +$81.1K | 0.17% | 59 |
|
|
2014
Q3 | $675K | Buy |
22,813
+1,002
| +5% | +$29.6K | 0.16% | 60 |
|
|
2014
Q2 | $647K | Buy |
21,811
+135
| +0.6% | +$4.01K | 0.15% | 65 |
|
|
2014
Q1 | $696K | Buy |
21,676
+4
| +0% | +$128 | 0.17% | 59 |
|
|
2013
Q4 | $664K | Buy |
21,672
+1,004
| +5% | +$30.8K | 0.16% | 62 |
|
|
2013
Q3 | $594K | Buy |
20,668
+2,805
| +16% | +$80.6K | 0.16% | 61 |
|
|
2013
Q2 | $500K | Buy |
+17,863
| New | +$500K | 0.14% | 66 |
|