PWM
ParenteBeard Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $18K | Sell |
561
-24,595
| -98% | -$790K | 0.21% | 40 |
|
|
2014
Q3 | $744K | Buy |
25,156
+7,148
| +40% | +$211K | 0.31% | 45 |
|
|
2014
Q2 | $534K | Buy |
18,008
+5
| +0% | +$148 | 0.23% | 53 |
|
|
2014
Q1 | $578K | Hold |
18,003
| – | – | 0.29% | 48 |
|
|
2013
Q4 | $551K | Sell |
18,003
-1,850
| -9% | -$56.6K | 0.22% | 72 |
|
|
2013
Q3 | $570K | Buy |
19,853
+525
| +3% | +$15.1K | 0.28% | 49 |
|
|
2013
Q2 | $541K | Buy |
+19,328
| New | +$541K | 0.25% | 56 |
|