AFC
AFT Forsyth & Company’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,158
| Closed | -$613K | – | 136 |
|
|
2024
Q2 | $613K | Hold |
5,158
| – | – | 0.3% | 73 |
|
|
2024
Q1 | $550K | Sell |
5,158
-20
| -0.4% | -$2.13K | 0.31% | 78 |
|
|
2023
Q4 | $515K | Buy |
5,178
+1,533
| +42% | +$152K | 0.32% | 79 |
|
|
2023
Q3 | $376K | Buy |
3,645
+580
| +19% | +$59.9K | 0.28% | 93 |
|
|
2023
Q2 | $372K | Sell |
3,065
-125
| -4% | -$15.2K | 0.26% | 95 |
|
|
2023
Q1 | $490K | Buy |
3,190
+25
| +0.8% | +$3.84K | 0.38% | 78 |
|
|
2022
Q4 | $568K | Hold |
3,165
| – | – | 0.48% | 62 |
|
|
2022
Q3 | $374K | Hold |
3,165
| – | – | 0.33% | 91 |
|
|
2022
Q2 | $452K | Sell |
3,165
-50
| -2% | -$7.14K | 0.36% | 82 |
|
|
2022
Q1 | $554K | Sell |
3,215
-1,845
| -36% | -$318K | 0.35% | 82 |
|
|
2021
Q4 | $1.29M | Hold |
5,060
| – | – | 0.66% | 48 |
|
|
2021
Q3 | $1.95M | Buy |
5,060
+50
| +1% | +$19.2K | 1.05% | 22 |
|
|
2021
Q2 | $1.18M | Buy |
+5,010
| New | +$1.18M | 0.63% | 48 |
|