Strategic Wealth Management Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $247K | Sell |
6,314
-3,218
| -34% | -$126K | 0.09% | 109 |
|
|
2021
Q1 | $345K | Buy |
9,532
+463
| +5% | +$16.8K | 0.13% | 92 |
|
|
2020
Q4 | $334K | Buy |
9,069
+1,526
| +20% | +$56.2K | 0.14% | 81 |
|
|
2020
Q3 | $263K | Sell |
7,543
-2,472
| -25% | -$86.2K | 0.13% | 91 |
|
|
2020
Q2 | $311K | Buy |
10,015
+3,492
| +54% | +$108K | 0.18% | 65 |
|
|
2020
Q1 | $202K | Sell |
6,523
-1,363
| -17% | -$42.2K | 0.15% | 78 |
|
|
2019
Q4 | $293K | Buy |
+7,886
| New | +$293K | 0.19% | 69 |
|
|
2019
Q3 | – | Sell |
-5,825
| Closed | -$239K | – | 87 |
|
|
2019
Q2 | $239K | Sell |
5,825
-927
| -14% | -$38K | 0.18% | 68 |
|
|
2019
Q1 | $272K | Buy |
6,752
+635
| +10% | +$25.6K | 0.22% | 62 |
|
|
2018
Q4 | $253K | Buy |
+6,117
| New | +$253K | 0.24% | 63 |
|