OAM
Optimal Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.82M | Hold |
88,766
| – | – | 0.48% | 66 |
|
|
2021
Q2 | $3.48M | Hold |
88,766
| – | – | 0.41% | 82 |
|
|
2021
Q1 | $3.22M | Buy |
88,766
+11,400
| +15% | +$413K | 0.42% | 75 |
|
|
2020
Q4 | $2.85M | Hold |
77,366
| – | – | 0.4% | 74 |
|
|
2020
Q3 | $2.84M | Buy |
77,366
+6,891
| +10% | +$253K | 0.41% | 71 |
|
|
2020
Q2 | $2.31M | Sell |
70,475
-30,955
| -31% | -$1.01M | 0.37% | 90 |
|
|
2020
Q1 | $3.31K | Buy |
101,430
+60,925
| +150% | +$1.99K | 0.31% | 103 |
|
|
2019
Q4 | $1.59M | Buy |
+40,505
| New | +$1.59M | 0.24% | 161 |
|