Avidian Wealth Enterprises’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,751
Closed -$445K 534
2021
Q4
$445K Sell
1,751
-1,099
-39% -$279K 0.03% 314
2021
Q3
$1.1M Buy
2,850
+650
+30% +$250K 0.08% 123
2021
Q2
$517K Buy
+2,200
New +$517K 0.04% 218