SWK
Stephen W. Kidder’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,075
| Closed | -$220K | – | 93 |
|
|
2017
Q4 | $220K | Sell |
6,075
-436
| -7% | -$15.8K | 0.08% | 91 |
|
|
2017
Q3 | $232K | Sell |
6,511
-2,000
| -23% | -$71.3K | 0.09% | 88 |
|
|
2017
Q2 | $286K | Hold |
8,511
| – | – | 0.11% | 82 |
|
|
2017
Q1 | $292K | Sell |
8,511
-1,000
| -11% | -$34.3K | 0.11% | 82 |
|
|
2016
Q4 | $309K | Hold |
9,511
| – | – | 0.13% | 82 |
|
|
2016
Q3 | $322K | Sell |
9,511
-1,650
| -15% | -$55.9K | 0.13% | 77 |
|
|
2016
Q2 | $393K | Buy |
11,161
+300
| +3% | +$10.6K | 0.16% | 77 |
|
|
2016
Q1 | $322K | Hold |
10,861
| – | – | 0.13% | 82 |
|
|
2015
Q4 | $351K | Hold |
10,861
| – | – | 0.15% | 75 |
|
|
2015
Q3 | $342K | Sell |
10,861
-350
| -3% | -$11K | 0.17% | 68 |
|
|
2015
Q2 | $376K | Hold |
11,211
| – | – | 0.17% | 69 |
|
|
2015
Q1 | $390K | Sell |
11,211
-89
| -0.8% | -$3.1K | 0.17% | 74 |
|
|
2014
Q4 | $352K | Hold |
11,300
| – | – | 0.15% | 78 |
|
|
2014
Q3 | $334K | Buy |
+11,300
| New | +$334K | 0.15% | 81 |
|