SRCM
Swift Run Capital Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $273K | Buy |
+7,406
| New | +$273K | 0.53% | 38 |
|
|
2020
Q1 | – | Sell |
-5,155
| Closed | -$202K | – | 57 |
|
|
2019
Q4 | $202K | Buy |
+5,155
| New | +$202K | 0.26% | 29 |
|
|
2019
Q3 | – | Sell |
-5,155
| Closed | -$223K | – | 40 |
|
|
2019
Q2 | $223K | Sell |
5,155
-20
| -0.4% | -$865 | 0.21% | 35 |
|
|
2019
Q1 | $220K | Hold |
5,175
| – | – | 0.2% | 36 |
|
|
2018
Q4 | $226K | Hold |
5,175
| – | – | 0.24% | 33 |
|
|
2018
Q3 | $228K | Buy |
+5,175
| New | +$228K | 0.2% | 35 |
|
|
2016
Q2 | – | Sell |
-5,516
| Closed | -$163K | – | 60 |
|
|
2016
Q1 | $163K | Buy |
+5,516
| New | +$163K | 0.1% | 49 |
|