Balasa Dinverno & Foltz’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $389K | Buy |
3,288
+63
| +2% | +$7.45K | 0.02% | 230 |
|
|
2022
Q2 | $461K | Buy |
3,225
+1,686
| +110% | +$241K | 0.03% | 209 |
|
|
2022
Q1 | $265K | Sell |
1,539
-320
| -17% | -$55.1K | 0.02% | 292 |
|
|
2021
Q4 | $472K | Buy |
1,859
+299
| +19% | +$75.9K | 0.03% | 211 |
|
|
2021
Q3 | $600K | Buy |
+1,560
| New | +$600K | 0.04% | 174 |
|