Vontobel Swiss Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,457
| Closed | -$312K | – | 90 |
|
|
2018
Q3 | $312K | Sell |
7,457
-111
| -1% | -$4.64K | 0.18% | 62 |
|
|
2018
Q2 | $260K | Hold |
7,568
| – | – | 0.15% | 67 |
|
|
2018
Q1 | $255K | Hold |
7,568
| – | – | 0.13% | 74 |
|
|
2017
Q4 | $260K | Hold |
7,568
| – | – | 0.15% | 71 |
|
|
2017
Q3 | $256K | Sell |
7,568
-495
| -6% | -$16.7K | 0.16% | 62 |
|
|
2017
Q2 | $257K | Sell |
8,063
-4,827
| -37% | -$154K | 0.16% | 56 |
|
|
2017
Q1 | $418K | Sell |
12,890
-812
| -6% | -$26.3K | 0.23% | 49 |
|
|
2016
Q4 | $422K | Sell |
13,702
-7,294
| -35% | -$225K | 0.26% | 49 |
|
|
2016
Q3 | $675K | Sell |
20,996
-2,318
| -10% | -$74.5K | 0.36% | 43 |
|
|
2016
Q2 | $701K | Sell |
23,314
-66,035
| -74% | -$1.99M | 0.42% | 46 |
|
|
2016
Q1 | $2.51M | Buy |
89,349
+20,406
| +30% | +$574K | 1.34% | 30 |
|
|
2015
Q4 | $2.11M | Buy |
68,943
+6,113
| +10% | +$187K | 1.24% | 30 |
|
|
2015
Q3 | $1.83M | Sell |
62,830
-15,829
| -20% | -$461K | 1.26% | 30 |
|
|
2015
Q2 | $2.25M | Buy |
78,659
+18,478
| +31% | +$528K | 1.5% | 25 |
|
|
2015
Q1 | $1.99M | Buy |
60,181
+59,001
| +5,000% | +$1.95M | 1.35% | 27 |
|
|
2014
Q4 | $35K | Buy |
+1,180
| New | +$35K | 0.03% | 59 |
|