Axxcess Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,159
| Closed | -$430K | – | 899 |
|
|
2023
Q3 | $430K | Buy |
4,159
+2,127
| +105% | +$220K | 0.01% | 512 |
|
|
2023
Q2 | $247K | Buy |
2,032
+510
| +34% | +$62K | 0.02% | 505 |
|
|
2023
Q1 | $234K | Hold |
1,522
| – | – | 0.02% | 546 |
|
|
2022
Q4 | $273K | Buy |
+1,522
| New | +$273K | 0.02% | 470 |
|
|
2022
Q2 | – | Sell |
-1,186
| Closed | -$204K | – | 606 |
|
|
2022
Q1 | $204K | Sell |
1,186
-1,938
| -62% | -$333K | 0.02% | 580 |
|
|
2021
Q4 | $793K | Buy |
+3,124
| New | +$793K | 0.06% | 254 |
|