SHJ
Sharkey, Howes & Javer’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,836
| Closed | -$254K | – | 111 |
|
|
2022
Q2 | $254K | Buy |
+4,836
| New | +$254K | 0.06% | 79 |
|
|
2019
Q3 | – | Sell |
-2,267
| Closed | -$98K | – | 138 |
|
|
2019
Q2 | $98K | Buy |
2,267
+358
| +19% | +$15.5K | 0.04% | 86 |
|
|
2019
Q1 | $81K | Hold |
1,909
| – | – | 0.04% | 93 |
|
|
2018
Q4 | $83K | Hold |
1,909
| – | – | 0.05% | 86 |
|
|
2018
Q3 | $84K | Hold |
1,909
| – | – | 0.04% | 92 |
|
|
2018
Q2 | $69K | Hold |
1,909
| – | – | 0.04% | 89 |
|
|
2018
Q1 | $67K | Buy |
1,909
+670
| +54% | +$23.5K | 0.04% | 78 |
|
|
2017
Q4 | $45K | Hold |
1,239
| – | – | 0.03% | 96 |
|
|
2017
Q3 | $45K | Hold |
1,239
| – | – | 0.02% | 93 |
|
|
2017
Q2 | $42K | Sell |
1,239
-25
| -2% | -$847 | 0.02% | 92 |
|
|
2017
Q1 | $43K | Buy |
1,264
+25
| +2% | +$850 | 0.02% | 98 |
|
|
2016
Q4 | $40K | Hold |
1,239
| – | – | 0.02% | 106 |
|
|
2016
Q3 | $42K | Hold |
1,239
| – | – | 0.03% | 99 |
|
|
2016
Q2 | $44K | Hold |
1,239
| – | – | 0.03% | 96 |
|
|
2016
Q1 | $37K | Hold |
1,239
| – | – | 0.03% | 107 |
|
|
2015
Q4 | $40K | Hold |
1,239
| – | – | 0.03% | 111 |
|
|
2015
Q3 | $41K | Hold |
1,239
| – | – | 0.03% | 107 |
|
|
2015
Q2 | $42K | Sell |
1,239
-463
| -27% | -$15.7K | 0.03% | 89 |
|
|
2015
Q1 | $59K | Buy |
+1,702
| New | +$59K | 0.04% | 82 |
|