1834 Investment Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-70
| Closed | -$10K | – | 355 |
|
2022
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 377 |
|
2022
Q1 | $12K | Sell |
70
-15
| -18% | -$2.57K | ﹤0.01% | 342 |
|
2021
Q4 | $22K | Sell |
85
-585
| -87% | -$151K | ﹤0.01% | 323 |
|
2021
Q3 | $258K | Sell |
670
-5,249
| -89% | -$2.02M | 0.03% | 174 |
|
2021
Q2 | $1.39M | Buy |
5,919
+4,594
| +347% | +$1.08M | 0.17% | 92 |
|
2021
Q1 | $174K | Buy |
1,325
+655
| +98% | +$86K | 0.02% | 209 |
|
2020
Q4 | $70K | Buy |
670
+600
| +857% | +$62.7K | 0.01% | 251 |
|
2020
Q3 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 385 |
|