SMFS
Squar Milner Financial Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-29,110
| Closed | -$952K | – | 141 |
|
|
2020
Q2 | $952K | Buy |
29,110
+6,627
| +29% | +$217K | 0.54% | 45 |
|
|
2020
Q1 | $733K | Buy |
22,483
+2,003
| +10% | +$65.3K | 0.44% | 41 |
|
|
2019
Q4 | $802K | Sell |
20,480
-14,355
| -41% | -$562K | 0.4% | 44 |
|
|
2019
Q3 | $1.28M | Buy |
34,835
+13,392
| +62% | +$491K | 0.65% | 35 |
|
|
2019
Q2 | $929K | Buy |
21,443
+1,059
| +5% | +$45.9K | 0.63% | 27 |
|
|
2019
Q1 | $865K | Buy |
20,384
+1,512
| +8% | +$64.2K | 0.64% | 28 |
|
|
2018
Q4 | $824K | Buy |
18,872
+247
| +1% | +$10.8K | 0.79% | 22 |
|
|
2018
Q3 | $821K | Sell |
18,625
-6,392
| -26% | -$282K | 0.74% | 21 |
|
|
2018
Q2 | $908K | Sell |
25,017
-135
| -0.5% | -$4.9K | 0.8% | 20 |
|
|
2018
Q1 | $893K | Buy |
25,152
+1,113
| +5% | +$39.5K | 1.13% | 18 |
|
|
2017
Q4 | $938K | Buy |
+24,039
| New | +$938K | 1.14% | 18 |
|