Abundance Wealth Counselors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,863
| Closed | -$518K | – | 117 |
|
|
2024
Q1 | $518K | Buy |
4,863
+835
| +21% | +$88.9K | 0.12% | 102 |
|
|
2023
Q4 | $401K | Buy |
4,028
+42
| +1% | +$4.18K | 0.1% | 109 |
|
|
2023
Q3 | $412K | Sell |
3,986
-498
| -11% | -$51.5K | 0.12% | 101 |
|
|
2023
Q2 | $545K | Sell |
4,484
-74
| -2% | -$8.99K | 0.28% | 40 |
|
|
2023
Q1 | $700K | Buy |
4,558
+106
| +2% | +$16.3K | 0.18% | 83 |
|
|
2022
Q4 | $800K | Sell |
4,452
-131
| -3% | -$23.5K | 0.22% | 72 |
|
|
2022
Q3 | $542K | Buy |
4,583
+87
| +2% | +$10.3K | 0.15% | 85 |
|
|
2022
Q2 | $642K | Buy |
4,496
+612
| +16% | +$87.4K | 0.17% | 80 |
|
|
2022
Q1 | $669K | Buy |
+3,884
| New | +$669K | 0.18% | 78 |
|