VWM
Vector Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $753K | Sell |
23,166
-19
| -0.1% | -$618 | 0.53% | 30 |
|
|
2016
Q3 | $785K | Buy |
23,185
+2,390
| +11% | +$80.9K | 0.54% | 27 |
|
|
2016
Q2 | $732K | Buy |
20,795
+524
| +3% | +$18.4K | 0.5% | 33 |
|
|
2016
Q1 | $601K | Buy |
20,271
+38
| +0.2% | +$1.13K | 0.45% | 32 |
|
|
2015
Q4 | $653K | Buy |
20,233
+146
| +0.7% | +$4.71K | 0.51% | 28 |
|
|
2015
Q3 | $658K | Buy |
20,087
+1,127
| +6% | +$36.9K | 0.52% | 27 |
|
|
2015
Q2 | $635K | Sell |
18,960
-263
| -1% | -$8.81K | 0.5% | 27 |
|
|
2015
Q1 | $669K | Sell |
19,223
-95
| -0.5% | -$3.31K | 0.54% | 21 |
|
|
2014
Q4 | $601K | Sell |
19,318
-1,042
| -5% | -$32.4K | 0.45% | 23 |
|
|
2014
Q3 | $602K | Buy |
20,360
+460
| +2% | +$13.6K | 0.44% | 23 |
|
|
2014
Q2 | $590K | Buy |
19,900
+951
| +5% | +$28.2K | 0.43% | 21 |
|
|
2014
Q1 | $609K | Sell |
18,949
-2,293
| -11% | -$73.7K | 0.44% | 20 |
|
|
2013
Q4 | $650K | Sell |
21,242
-140
| -0.7% | -$4.28K | 0.46% | 20 |
|
|
2013
Q3 | $614K | Sell |
21,382
-745
| -3% | -$21.4K | 0.45% | 23 |
|
|
2013
Q2 | $620K | Buy |
+22,127
| New | +$620K | 0.45% | 23 |
|