MGO Private Wealth’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
-4,982
Closed -$255K 109
2022
Q4
$255K Sell
4,982
-4,044
-45% -$207K 0.12% 104
2022
Q3
$395K Buy
+9,026
New +$395K 0.19% 81