BDO Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $90.5K | Sell |
745
-25
| -3% | -$3.04K | 0.01% | 354 |
|
|
2023
Q1 | $118K | Buy |
770
+150
| +24% | +$23K | 0.01% | 309 |
|
|
2022
Q4 | $111K | Hold |
620
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $73K | Sell |
620
-22
| -3% | -$2.59K | 0.01% | 360 |
|
|
2022
Q2 | $92K | Sell |
642
-285
| -31% | -$40.8K | 0.01% | 336 |
|
|
2022
Q1 | $160K | Sell |
927
-93
| -9% | -$16.1K | 0.02% | 291 |
|
|
2021
Q4 | $259K | Buy |
1,020
+12
| +1% | +$3.05K | 0.03% | 251 |
|
|
2021
Q3 | $388K | Buy |
1,008
+33
| +3% | +$12.7K | 0.04% | 205 |
|
|
2021
Q2 | $229K | Sell |
975
-50
| -5% | -$11.7K | 0.03% | 274 |
|
|
2021
Q1 | $134K | Buy |
1,025
+315
| +44% | +$41.2K | 0.02% | 334 |
|
|
2020
Q4 | $74K | Buy |
710
+10
| +1% | +$1.04K | 0.01% | 320 |
|
|
2020
Q3 | $50K | Buy |
700
+200
| +40% | +$14.3K | 0.01% | 329 |
|
|
2020
Q2 | $32K | Buy |
+500
| New | +$32K | 0.01% | 372 |
|