Aberdeen Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,315
| Closed | -$275K | – | 173 |
|
|
2024
Q2 | $275K | Hold |
2,315
| – | – | 0.19% | 126 |
|
|
2024
Q1 | $247K | Buy |
+2,315
| New | +$247K | 0.14% | 137 |
|
|
2023
Q4 | – | Sell |
-2,315
| Closed | -$239K | – | 164 |
|
|
2023
Q3 | $239K | Hold |
2,315
| – | – | 0.18% | 128 |
|
|
2023
Q2 | $281K | Hold |
2,315
| – | – | 0.2% | 121 |
|
|
2023
Q1 | $356K | Hold |
2,315
| – | – | 0.27% | 101 |
|
|
2022
Q4 | $416K | Hold |
2,315
| – | – | 0.31% | 90 |
|
|
2022
Q3 | $274K | Hold |
2,315
| – | – | 0.24% | 108 |
|
|
2022
Q2 | $331K | Hold |
2,315
| – | – | 0.26% | 102 |
|
|
2022
Q1 | $399K | Hold |
2,315
| – | – | 0.27% | 99 |
|
|
2021
Q4 | $588K | Hold |
2,315
| – | – | 0.38% | 72 |
|
|
2021
Q3 | $891K | Hold |
2,315
| – | – | 0.86% | 37 |
|
|
2021
Q2 | $544K | Sell |
2,315
-1,000
| -30% | -$235K | 0.5% | 65 |
|
|
2021
Q1 | $434K | Buy |
3,315
+175
| +6% | +$22.9K | 0.35% | 91 |
|
|
2020
Q4 | $328K | Buy |
3,140
+234
| +8% | +$24.4K | 0.25% | 107 |
|
|
2020
Q3 | $206K | Buy |
+2,906
| New | +$206K | 0.2% | 118 |
|