TrueWealth LLC’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $317K | Buy |
10,224
+331
| +3% | +$10.3K | 0.13% | 95 |
|
|
2020
Q1 | $306K | Sell |
9,893
-568
| -5% | -$17.6K | 0.15% | 89 |
|
|
2019
Q4 | $389K | Sell |
10,461
-465
| -4% | -$17.3K | 0.16% | 91 |
|
|
2019
Q3 | $372K | Sell |
10,926
-1,118
| -9% | -$38.1K | 0.16% | 90 |
|
|
2019
Q2 | $495K | Sell |
12,044
-183
| -1% | -$7.52K | 0.22% | 72 |
|
|
2019
Q1 | $493K | Buy |
12,227
+150
| +1% | +$6.05K | 0.23% | 71 |
|
|
2018
Q4 | $500K | Buy |
12,077
+186
| +2% | +$7.7K | 0.25% | 63 |
|
|
2018
Q3 | $497K | Sell |
11,891
-332
| -3% | -$13.9K | 0.23% | 69 |
|
|
2018
Q2 | $421K | Buy |
12,223
+842
| +7% | +$29K | 0.2% | 78 |
|
|
2018
Q1 | $383K | Sell |
11,381
-623
| -5% | -$21K | 0.19% | 75 |
|
|
2017
Q4 | $412K | Buy |
+12,004
| New | +$412K | 0.19% | 80 |
|