RDM
Retirement Design & Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-38,317
| Closed | -$1.35M | – | 43 |
|
|
2016
Q2 | $1.35M | Buy |
38,317
+3,010
| +9% | +$106K | 0.84% | 28 |
|
|
2016
Q1 | $1.05M | Sell |
35,307
-2,623
| -7% | -$77.7K | 0.75% | 34 |
|
|
2015
Q4 | $1.22M | Buy |
37,930
+379
| +1% | +$12.2K | 0.68% | 36 |
|
|
2015
Q3 | $1.18M | Buy |
37,551
+485
| +1% | +$15.2K | 1.22% | 27 |
|
|
2015
Q2 | $1.24M | Sell |
37,066
-165
| -0.4% | -$5.53K | 1.07% | 29 |
|
|
2015
Q1 | $1.29M | Sell |
37,231
-1,550
| -4% | -$53.8K | 1.12% | 29 |
|
|
2014
Q4 | $1.21M | Buy |
+38,781
| New | +$1.21M | 0.91% | 30 |
|