Parasol Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $133K | Sell |
4,084
-5,281
| -56% | -$172K | 0.22% | 36 |
|
|
2016
Q4 | $289K | Hold |
9,365
| – | – | 0.3% | 51 |
|
|
2016
Q3 | $301K | Hold |
9,365
| – | – | 0.31% | 48 |
|
|
2016
Q2 | $313K | Sell |
9,365
-579
| -6% | -$19.4K | 0.33% | 47 |
|
|
2016
Q1 | $280K | Sell |
9,944
-311
| -3% | -$8.76K | 0.27% | 43 |
|
|
2015
Q4 | $314K | Sell |
10,255
-1,155
| -10% | -$35.4K | 0.3% | 37 |
|
|
2015
Q3 | $340K | Sell |
11,410
-5,238
| -31% | -$156K | 0.31% | 40 |
|
|
2015
Q2 | $530K | Hold |
16,648
| – | – | 0.36% | 45 |
|
|
2015
Q1 | $550K | Sell |
16,648
-253
| -1% | -$8.36K | 0.35% | 45 |
|
|
2014
Q4 | $499K | Buy |
16,901
+970
| +6% | +$28.6K | 0.35% | 44 |
|
|
2014
Q3 | $447K | Sell |
15,931
-4,216
| -21% | -$118K | 0.31% | 43 |
|
|
2014
Q2 | $567K | Buy |
20,147
+14,213
| +240% | +$400K | 0.39% | 34 |
|
|
2014
Q1 | $181K | Buy |
5,934
+527
| +10% | +$16.1K | 0.13% | 45 |
|
|
2013
Q4 | $157K | Buy |
+5,407
| New | +$157K | 0.11% | 37 |
|