BWP
Baldwin Wealth Partners’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-104
| Closed | -$6.95K | – | 723 |
|
|
2024
Q3 | $6.95K | Hold |
104
| – | – | ﹤0.01% | 843 |
|
|
2024
Q2 | $12.4K | Hold |
104
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $11.1K | Hold |
104
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $10.3K | Hold |
104
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $10.7K | Hold |
104
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $12.6K | Hold |
104
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $16K | Hold |
104
| – | – | ﹤0.01% | 572 |
|
|
2022
Q4 | $18.7K | Sell |
104
-259
| -71% | -$46.5K | ﹤0.01% | 544 |
|
|
2022
Q3 | $43K | Hold |
363
| – | – | 0.01% | 348 |
|
|
2022
Q2 | $52K | Hold |
363
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $63K | Buy |
363
+29
| +9% | +$5.03K | 0.01% | 341 |
|
|
2021
Q4 | $85K | Hold |
334
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $129K | Sell |
334
-176
| -35% | -$68K | 0.01% | 236 |
|
|
2021
Q2 | $120K | Hold |
510
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $67K | Hold |
510
| – | – | 0.01% | 305 |
|
|
2020
Q4 | $53K | Sell |
510
-400
| -44% | -$41.6K | 0.01% | 313 |
|
|
2020
Q3 | $64K | Buy |
910
+800
| +727% | +$56.3K | 0.01% | 267 |
|
|
2020
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 500 |
|
|
2019
Q4 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 517 |
|