SEM
Suncoast Equity Management’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-6,198
| Closed | -$227K | – | 47 |
|
2020
Q3 | $227K | Sell |
6,198
-132
| -2% | -$4.83K | 0.04% | 35 |
|
2020
Q2 | $207K | Buy |
+6,330
| New | +$207K | 0.04% | 39 |
|
2020
Q1 | – | Sell |
-6,036
| Closed | -$236K | – | 50 |
|
2019
Q4 | $236K | Sell |
6,036
-48
| -0.8% | -$1.88K | 0.05% | 47 |
|
2019
Q3 | $219K | Buy |
6,084
+145
| +2% | +$5.22K | 0.05% | 39 |
|
2019
Q2 | $257K | Buy |
5,939
+41
| +0.7% | +$1.77K | 0.05% | 35 |
|
2019
Q1 | $250K | Buy |
5,898
+40
| +0.7% | +$1.7K | 0.06% | 36 |
|
2018
Q4 | $256K | Buy |
+5,858
| New | +$256K | 0.07% | 33 |
|