Avaii 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 |
-22,336
| Closed | -$2.65M | – | 145 |
|
|
2024
Q2 | $2.65M | Buy |
+22,336
| New | +$2.65M | 1.47% | 18 |
|
|
2023
Q3 | – | Sell |
-4,967
| Closed | -$603K | – | 148 |
|
|
2023
Q2 | $603K | Buy |
4,967
+2,141
| +76% | +$260K | 0.46% | 51 |
|
|
2023
Q1 | $434K | Buy |
2,826
+539
| +24% | +$82.8K | 0.38% | 59 |
|
|
2022
Q4 | $411K | Sell |
2,287
-846
| -27% | -$152K | 0.37% | 65 |
|
|
2022
Q3 | $370K | Buy |
3,133
+291
| +10% | +$34.4K | 0.38% | 63 |
|
|
2022
Q2 | $406K | Buy |
2,842
+380
| +15% | +$54.3K | 0.43% | 43 |
|
|
2022
Q1 | $424K | Buy |
+2,462
| New | +$424K | 0.39% | 46 |
|