Northstar Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.83M | Sell |
167,343
-2,904
| -2% | -$101K | 2.72% | 5 |
|
|
2020
Q2 | $5.28M | Buy |
170,247
+306
| +0.2% | +$9.49K | 2.21% | 8 |
|
|
2020
Q1 | $5.26M | Buy |
169,941
+679
| +0.4% | +$21K | 2.67% | 5 |
|
|
2019
Q4 | $6.29M | Buy |
169,262
+46,976
| +38% | +$1.75M | 2.58% | 3 |
|
|
2019
Q3 | $4.17M | Sell |
122,286
-992
| -0.8% | -$33.8K | 1.83% | 12 |
|
|
2019
Q2 | $5.07M | Buy |
123,278
+198
| +0.2% | +$8.14K | 2.26% | 9 |
|
|
2019
Q1 | $4.96M | Buy |
123,080
+1,052
| +0.9% | +$42.4K | 2.27% | 7 |
|
|
2018
Q4 | $5.05M | Buy |
122,028
+1,278
| +1% | +$52.9K | 2.65% | 4 |
|
|
2018
Q3 | $5.05M | Buy |
120,750
+10,468
| +9% | +$438K | 2.42% | 5 |
|
|
2018
Q2 | $3.8M | Sell |
110,282
-2,102
| -2% | -$72.4K | 1.9% | 8 |
|
|
2018
Q1 | $3.78M | Buy |
112,384
+54,850
| +95% | +$1.85M | 1.93% | 7 |
|
|
2017
Q4 | $1.99M | Buy |
57,534
+2,768
| +5% | +$95.7K | 1.77% | 12 |
|
|
2017
Q3 | $1.88M | Sell |
54,766
-10,995
| -17% | -$377K | 1.83% | 12 |
|
|
2017
Q2 | $2.08M | Sell |
65,761
-2,201
| -3% | -$69.8K | 1.9% | 11 |
|
|
2017
Q1 | $2.21M | Buy |
+67,962
| New | +$2.21M | 2.05% | 9 |
|