Baystate Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.98K | Buy |
+30
| New | +$2.98K | ﹤0.01% | 997 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1063 |
|
|
2022
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 880 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 975 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 985 |
|
|
2021
Q3 | – | Sell |
-33
| Closed | -$8K | – | 884 |
|
|
2021
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 526 |
|
|
2021
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 531 |
|
|
2020
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 536 |
|
|
2020
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 541 |
|