United Capital Management of KS’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-40,644
| Closed | -$1.51M | – | 106 |
|
2019
Q4 | $1.51M | Buy |
40,644
+4,442
| +12% | +$165K | 0.96% | 39 |
|
2019
Q3 | $1.23M | Buy |
36,202
+1,911
| +6% | +$65K | 0.9% | 41 |
|
2019
Q2 | $1.42M | Buy |
34,291
+226
| +0.7% | +$9.39K | 1.08% | 33 |
|
2019
Q1 | $1.27M | Buy |
34,065
+1,302
| +4% | +$48.6K | 1% | 34 |
|
2018
Q4 | $1.36M | Buy |
32,763
+781
| +2% | +$32.3K | 1.26% | 26 |
|
2018
Q3 | $1.31M | Buy |
+31,982
| New | +$1.31M | 1.06% | 31 |
|