Winifred I. Li’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $330K | Sell |
11,149
-541
| -5% | -$16K | 0.31% | 84 |
|
2014
Q3 | $328K | Sell |
11,690
-31,858
| -73% | -$894K | 0.31% | 85 |
|
2014
Q2 | $1.23M | Buy |
43,548
+2,715
| +7% | +$76.5K | 1.04% | 17 |
|
2014
Q1 | $1.24M | Buy |
40,833
+6,773
| +20% | +$206K | 1.08% | 16 |
|
2013
Q4 | $990K | Sell |
34,060
-347
| -1% | -$10.1K | 0.85% | 27 |
|
2013
Q3 | $939K | Sell |
34,407
-651
| -2% | -$17.8K | 0.87% | 27 |
|
2013
Q2 | $931K | Buy |
+35,058
| New | +$931K | 0.87% | 25 |
|