BA
Bellwether Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,820
| Closed | -$2.58M | – | 322 |
|
|
2023
Q1 | $2.58M | Buy |
16,820
+16,720
| +16,720% | +$2.57M | 0.71% | 28 |
|
|
2022
Q4 | $18K | Hold |
100
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 256 |
|
|
2022
Q2 | $14K | Sell |
100
-10
| -9% | -$1.4K | ﹤0.01% | 233 |
|
|
2022
Q1 | $18K | Hold |
110
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $27K | Sell |
110
-2,813
| -96% | -$690K | 0.01% | 248 |
|
|
2021
Q3 | $1.12M | Buy |
2,923
+2,823
| +2,823% | +$1.09M | 0.37% | 54 |
|
|
2021
Q2 | $23K | Buy |
+100
| New | +$23K | 0.01% | 214 |
|