Accel Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-122
| Closed | -$18.7K | – | 599 |
|
|
2023
Q1 | $18.7K | Buy |
122
+25
| +26% | +$3.84K | 0.01% | 737 |
|
|
2022
Q4 | $17.4K | Hold |
97
| – | – | 0.01% | 587 |
|
|
2022
Q3 | $12K | Hold |
97
| – | – | 0.01% | 698 |
|
|
2022
Q2 | $16K | Sell |
97
-20
| -17% | -$3.3K | 0.01% | 602 |
|
|
2022
Q1 | $21K | Buy |
117
+7
| +6% | +$1.26K | 0.01% | 549 |
|
|
2021
Q4 | $28K | Hold |
110
| – | – | 0.01% | 503 |
|
|
2021
Q3 | $42K | Buy |
110
+20
| +22% | +$7.64K | 0.03% | 348 |
|
|
2021
Q2 | $21K | Hold |
90
| – | – | 0.01% | 529 |
|
|
2021
Q1 | $12K | Hold |
90
| – | – | 0.01% | 621 |
|
|
2020
Q4 | $9K | Buy |
+90
| New | +$9K | 0.01% | 633 |
|