Avantax Planning Partners’s Moderna MRNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,040	Closed	-$313K	–	384
2023 Q1	$313K	Hold	2,040	–	–	0.01%	285
2022 Q4	$366K	Buy	+2,040	New	+$366K	0.01%	271