Motive Wealth Advisors’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
-5,612
Closed -$288K 59
2022
Q4
$288K Buy
5,612
+479
+9% +$24.5K 0.22% 50
2022
Q3
$225K Buy
+5,133
New +$225K 0.18% 53