Bartlett & Co’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $31K | Sell |
310
-70
| -18% | -$7K | ﹤0.01% | 789 |
|
|
2023
Q3 | $39K | Sell |
380
-50
| -12% | -$5.13K | ﹤0.01% | 706 |
|
|
2023
Q2 | $52K | Buy |
430
+50
| +13% | +$6.05K | ﹤0.01% | 657 |
|
|
2023
Q1 | $58K | Sell |
380
-50
| -12% | -$7.63K | ﹤0.01% | 548 |
|
|
2022
Q4 | $77K | Buy |
430
+150
| +54% | +$26.9K | ﹤0.01% | 508 |
|
|
2022
Q3 | $33K | Buy |
280
+20
| +8% | +$2.36K | ﹤0.01% | 630 |
|
|
2022
Q2 | $37K | Sell |
260
-50
| -16% | -$7.12K | ﹤0.01% | 619 |
|
|
2022
Q1 | $53K | Buy |
+310
| New | +$53K | ﹤0.01% | 576 |
|