Altium Wealth Management’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$575K Sell
4,026
-593
-13% -$84.7K 0.04% 216
2022
Q1
$796K Buy
4,619
+2,471
+115% +$426K 0.05% 186
2021
Q4
$546K Buy
+2,148
New +$546K 0.04% 234