Morling Financial Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-9,863
Closed -$517K 74
2022
Q2
$517K Buy
9,863
+4,033
+69% +$211K 0.67% 30
2022
Q1
$302K Buy
5,830
+30
+0.5% +$1.55K 0.38% 38
2021
Q4
$342K Buy
+5,800
New +$342K 0.33% 30