Shine Investment Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $149K | Sell |
4,286
-901
| -17% | -$31.3K | 0.05% | 153 |
|
|
2020
Q2 | $161K | Hold |
5,187
| – | – | 0.06% | 137 |
|
|
2020
Q1 | $161K | Sell |
5,187
-416
| -7% | -$12.9K | 0.07% | 124 |
|
|
2019
Q4 | $208K | Sell |
5,603
-71
| -1% | -$2.64K | 0.08% | 121 |
|
|
2019
Q3 | $193K | Buy |
5,674
+209
| +4% | +$7.11K | 0.09% | 113 |
|
|
2019
Q2 | $225K | Hold |
5,465
| – | – | 0.1% | 108 |
|
|
2019
Q1 | $220K | Hold |
5,465
| – | – | 0.1% | 110 |
|
|
2018
Q4 | $226K | Hold |
5,465
| – | – | 0.11% | 98 |
|
|
2018
Q3 | $229K | Sell |
5,465
-30
| -0.5% | -$1.26K | 0.12% | 97 |
|
|
2018
Q2 | $189K | Sell |
5,495
-329
| -6% | -$11.3K | 0.1% | 110 |
|
|
2018
Q1 | $196K | Sell |
5,824
-218
| -4% | -$7.34K | 0.1% | 102 |
|
|
2017
Q4 | $208K | Sell |
6,042
-2,197
| -27% | -$75.6K | 0.1% | 101 |
|
|
2017
Q3 | $279K | Buy |
8,239
+5,041
| +158% | +$171K | 0.15% | 79 |
|
|
2017
Q2 | $102K | Buy |
+3,198
| New | +$102K | 0.05% | 149 |
|