Beaumont Financial Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,439
| Closed | -$72.8K | – | 343 |
|
|
2023
Q2 | $72.8K | Buy |
10,439
+8,921
| +588% | +$62.2K | 0.01% | 339 |
|
|
2023
Q1 | $233K | Sell |
1,518
-64
| -4% | -$9.83K | 0.02% | 284 |
|
|
2022
Q4 | $284K | Buy |
+1,582
| New | +$284K | 0.03% | 261 |
|
|
2022
Q3 | – | Sell |
-1,730
| Closed | -$247K | – | 318 |
|
|
2022
Q2 | $247K | Sell |
1,730
-123
| -7% | -$17.6K | 0.02% | 270 |
|
|
2022
Q1 | $319K | Buy |
1,853
+2
| +0.1% | +$344 | 0.02% | 272 |
|
|
2021
Q4 | $470K | Sell |
1,851
-10
| -0.5% | -$2.54K | 0.03% | 220 |
|
|
2021
Q3 | $716K | Sell |
1,861
-268
| -13% | -$103K | 0.06% | 171 |
|
|
2021
Q2 | $500K | Buy |
+2,129
| New | +$500K | 0.04% | 209 |
|