B. Riley 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 | $774 | Buy |
5,419
+2,571
| +90% | +$367 | ﹤0.01% | 339 |
|
|
2022
Q1 | $491K | Buy |
2,848
+163
| +6% | +$28.1K | 0.04% | 331 |
|
|
2021
Q4 | $682K | Buy |
2,685
+125
| +5% | +$31.8K | 0.05% | 282 |
|
|
2021
Q3 | $985K | Buy |
2,560
+91
| +4% | +$35K | 0.08% | 226 |
|
|
2021
Q2 | $580K | Buy |
2,469
+69
| +3% | +$16.2K | 0.06% | 212 |
|
|
2021
Q1 | $314K | Sell |
2,400
-609
| -20% | -$79.7K | 0.04% | 295 |
|
|
2020
Q4 | $314K | Sell |
3,009
-4,705
| -61% | -$491K | 0.04% | 267 |
|
|
2020
Q3 | $546K | Buy |
7,714
+1,865
| +32% | +$132K | 0.06% | 214 |
|
|
2020
Q2 | $376K | Buy |
+5,849
| New | +$376K | 0.04% | 262 |
|