WESPAC Advisors SoCal’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,751
| Closed | -$70K | – | 236 |
|
|
2019
Q1 | $70K | Hold |
1,751
| – | – | 0.04% | 109 |
|
|
2018
Q4 | $72K | Buy |
1,751
+158
| +10% | +$6.5K | 0.05% | 110 |
|
|
2018
Q3 | $66K | Buy |
+1,593
| New | +$66K | 0.03% | 119 |
|
|
2018
Q2 | – | Sell |
-773
| Closed | -$26K | – | 203 |
|
|
2018
Q1 | $26K | Buy |
773
+602
| +352% | +$20.2K | 0.02% | 141 |
|
|
2017
Q4 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 215 |
|
|
2016
Q4 | – | Sell |
-1,531
| Closed | -$49.2K | – | 280 |
|
|
2016
Q3 | $49.2K | Hold |
1,531
| – | – | 0.03% | 115 |
|
|
2016
Q2 | $51.2K | Hold |
1,531
| – | – | 0.03% | 118 |
|
|
2016
Q1 | $43.1K | Buy |
1,531
+105
| +7% | +$2.95K | 0.03% | 120 |
|
|
2015
Q4 | $43K | Buy |
+1,426
| New | +$43K | 0.03% | 130 |
|