BerganKDV 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
Q2 | $6.8K | Sell |
56
-444
| -89% | -$53.9K | ﹤0.01% | 583 |
|
|
2023
Q1 | $76.8K | Buy |
500
+477
| +2,074% | +$73.3K | 0.01% | 343 |
|
|
2022
Q4 | $4.13K | Buy |
23
+1
| +5% | +$180 | ﹤0.01% | 700 |
|
|
2022
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $3K | Sell |
22
-803
| -97% | -$110K | ﹤0.01% | 779 |
|
|
2022
Q1 | $142K | Buy |
825
+801
| +3,338% | +$138K | 0.02% | 275 |
|
|
2021
Q4 | $6K | Hold |
24
| – | – | ﹤0.01% | 757 |
|
|
2021
Q3 | $9K | Hold |
24
| – | – | ﹤0.01% | 657 |
|
|
2021
Q2 | $6K | Hold |
24
| – | – | ﹤0.01% | 681 |
|
|
2021
Q1 | $3K | Buy |
24
+1
| +4% | +$125 | ﹤0.01% | 742 |
|
|
2020
Q4 | $2K | Buy |
23
+7
| +44% | +$609 | ﹤0.01% | 787 |
|
|
2020
Q3 | $1K | Sell |
16
-107
| -87% | -$6.69K | ﹤0.01% | 836 |
|
|
2020
Q2 | $8K | Buy |
+123
| New | +$8K | ﹤0.01% | 569 |
|