SFS
Security Financial Services’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,267
| Closed | -$209K | – | 190 |
|
2023
Q4 | $209K | Buy |
7,267
+928
| +15% | +$26.7K | 0.05% | 160 |
|
2023
Q3 | $210K | Sell |
6,339
-857
| -12% | -$28.4K | 0.06% | 156 |
|
2023
Q2 | $264K | Buy |
7,196
+787
| +12% | +$28.9K | 0.07% | 126 |
|
2023
Q1 | $261K | Hold |
6,409
| – | – | 0.08% | 121 |
|
2022
Q4 | $328K | Hold |
6,409
| – | – | 0.1% | 116 |
|
2022
Q3 | $280K | Sell |
6,409
-88
| -1% | -$3.85K | 0.1% | 116 |
|
2022
Q2 | $341K | Sell |
6,497
-100
| -2% | -$5.25K | 0.11% | 104 |
|
2022
Q1 | $342K | Sell |
6,597
-60
| -0.9% | -$3.11K | 0.11% | 105 |
|
2021
Q4 | $393K | Buy |
+6,657
| New | +$393K | 0.13% | 93 |
|