Tiedemann Trust’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $461K | Buy |
13,797
+395
| +3% | +$13.2K | 0.09% | 46 |
|
|
2016
Q1 | $377K | Buy |
13,402
+1,054
| +9% | +$29.6K | 0.06% | 55 |
|
|
2015
Q4 | $378K | Sell |
12,348
-2,292
| -16% | -$70.2K | 0.05% | 58 |
|
|
2015
Q3 | $436K | Buy |
14,640
+1,976
| +16% | +$58.8K | 0.04% | 42 |
|
|
2015
Q2 | $403K | Buy |
12,664
+316
| +3% | +$10.1K | 0.03% | 55 |
|
|
2015
Q1 | $408K | Sell |
12,348
-138
| -1% | -$4.56K | 0.04% | 45 |
|
|
2014
Q4 | $369K | Sell |
12,486
-3,162
| -20% | -$93.4K | 0.03% | 54 |
|
|
2014
Q3 | $438K | Hold |
15,648
| – | – | 0.04% | 65 |
|
|
2014
Q2 | $440K | Hold |
15,648
| – | – | 0.04% | 65 |
|
|
2014
Q1 | $476 | Buy |
15,648
+4,245
| +37% | +$129 | 0.05% | 66 |
|
|
2013
Q4 | $331K | Sell |
11,403
-6,298
| -36% | -$183K | 0.05% | 67 |
|
|
2013
Q3 | $482K | Sell |
17,701
-26,350
| -60% | -$718K | 0.08% | 48 |
|
|
2013
Q2 | $1.17M | Buy |
+44,051
| New | +$1.17M | 0.2% | 39 |
|