Roof Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $759K | Buy |
18,468
+1,331
| +8% | +$54.7K | 0.44% | 27 |
|
|
2019
Q1 | $691K | Buy |
17,137
+141
| +0.8% | +$5.69K | 0.45% | 29 |
|
|
2018
Q4 | $704K | Buy |
+16,996
| New | +$704K | 0.5% | 31 |
|
|
2018
Q3 | – | Sell |
-201,359
| Closed | -$6.93M | – | 36 |
|
|
2018
Q2 | $6.93M | Buy |
201,359
+6,495
| +3% | +$224K | 3.79% | 7 |
|
|
2018
Q1 | $6.56M | Buy |
194,864
+6,632
| +4% | +$223K | 3.31% | 9 |
|
|
2017
Q4 | $6.47M | Buy |
+188,232
| New | +$6.47M | 3.68% | 8 |
|