Professional Planning’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $632K | Buy |
14,708
+136
| +0.9% | +$5.84K | 0.3% | 60 |
|
|
2021
Q2 | $570K | Buy |
14,572
+408
| +3% | +$16K | 0.26% | 67 |
|
|
2021
Q1 | $513K | Sell |
14,164
-1,726
| -11% | -$62.5K | 0.25% | 68 |
|
|
2020
Q4 | $585K | Buy |
+15,890
| New | +$585K | 0.24% | 70 |
|
|
2020
Q3 | – | Sell |
-7,439
| Closed | -$231K | – | 82 |
|
|
2020
Q2 | $231K | Buy |
+7,439
| New | +$231K | 0.12% | 101 |
|
|
2019
Q2 | – | Sell |
-10,817
| Closed | -$435K | – | 30 |
|
|
2019
Q1 | $435K | Sell |
10,817
-568
| -5% | -$22.8K | 0.53% | 26 |
|
|
2018
Q4 | $471K | Buy |
11,385
+792
| +7% | +$32.8K | 0.64% | 27 |
|
|
2018
Q3 | $443K | Buy |
10,593
+13
| +0.1% | +$544 | 0.62% | 27 |
|
|
2018
Q2 | $364K | Buy |
+10,580
| New | +$364K | 0.57% | 28 |
|