Spirit of America Management Corp’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-8,150
| Closed | -$418K | – | 241 |
|
2022
Q4 | $418K | Hold |
8,150
| – | – | 0.09% | 153 |
|
2022
Q3 | $357K | Hold |
8,150
| – | – | 0.08% | 164 |
|
2022
Q2 | $427K | Hold |
8,150
| – | – | 0.1% | 156 |
|
2022
Q1 | $422K | Sell |
8,150
-6,000
| -42% | -$311K | 0.08% | 165 |
|
2021
Q4 | $835K | Hold |
14,150
| – | – | 0.17% | 119 |
|
2021
Q3 | $609K | Buy |
14,150
+1,000
| +8% | +$43K | 0.13% | 140 |
|
2021
Q2 | $515K | Hold |
13,150
| – | – | 0.11% | 152 |
|
2021
Q1 | $476K | Sell |
13,150
-1,000
| -7% | -$36.2K | 0.11% | 150 |
|
2020
Q4 | $521K | Sell |
14,150
-764
| -5% | -$28.1K | 0.13% | 137 |
|
2020
Q3 | $520K | Hold |
14,914
| – | – | 0.14% | 131 |
|
2020
Q2 | $463K | Buy |
14,914
+5,270
| +55% | +$164K | 0.12% | 136 |
|
2020
Q1 | $299K | Sell |
9,644
-8,169
| -46% | -$253K | 0.1% | 150 |
|
2019
Q4 | $662K | Hold |
17,813
| – | – | 0.12% | 146 |
|
2019
Q3 | $607K | Hold |
17,813
| – | – | 0.1% | 148 |
|
2019
Q2 | $732K | Hold |
17,813
| – | – | 0.11% | 137 |
|
2019
Q1 | $718K | Hold |
17,813
| – | – | 0.11% | 139 |
|
2018
Q4 | $738K | Hold |
17,813
| – | – | 0.12% | 139 |
|
2018
Q3 | $745K | Hold |
17,813
| – | – | 0.09% | 146 |
|
2018
Q2 | $613K | Hold |
17,813
| – | – | 0.08% | 164 |
|
2018
Q1 | $600K | Hold |
17,813
| – | – | 0.08% | 167 |
|
2017
Q4 | $612K | Hold |
17,813
| – | – | 0.07% | 172 |
|
2017
Q3 | $603K | Hold |
17,813
| – | – | 0.06% | 188 |
|
2017
Q2 | $568K | Hold |
17,813
| – | – | 0.06% | 192 |
|
2017
Q1 | $578K | Hold |
17,813
| – | – | 0.06% | 192 |
|
2016
Q4 | $549K | Hold |
17,813
| – | – | 0.06% | 198 |
|
2016
Q3 | $572K | Hold |
17,813
| – | – | 0.07% | 191 |
|
2016
Q2 | $595K | Hold |
17,813
| – | – | 0.09% | 171 |
|
2016
Q1 | $501K | Hold |
17,813
| – | – | 0.09% | 182 |
|
2015
Q4 | $546K | Sell |
17,813
-3,267
| -15% | -$100K | 0.1% | 167 |
|
2015
Q3 | $628K | Hold |
21,080
| – | – | 0.13% | 151 |
|
2015
Q2 | $671K | Hold |
21,080
| – | – | 0.13% | 150 |
|
2015
Q1 | $696K | Hold |
21,080
| – | – | 0.15% | 150 |
|
2014
Q4 | $623K | Hold |
21,080
| – | – | 0.16% | 156 |
|
2014
Q3 | $591K | Sell |
21,080
-8,748
| -29% | -$245K | 0.18% | 162 |
|
2014
Q2 | $840K | Hold |
29,828
| – | – | 0.33% | 101 |
|
2014
Q1 | $909K | Buy |
+29,828
| New | +$909K | 0.37% | 88 |
|
2013
Q4 | – | Sell |
-29,828
| Closed | -$812K | – | 162 |
|
2013
Q3 | $812K | Hold |
29,828
| – | – | 0.3% | 109 |
|
2013
Q2 | $793K | Buy |
+29,828
| New | +$793K | 0.29% | 109 |
|