Berman Capital Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $477K | Buy |
1,241
+391
| +46% | +$150K | 0.08% | 139 |
|
|
2021
Q2 | $199K | Buy |
850
+334
| +65% | +$78.2K | 0.03% | 238 |
|
|
2021
Q1 | $66K | Buy |
516
+42
| +9% | +$5.37K | 0.01% | 389 |
|
|
2020
Q4 | $49K | Buy |
474
+264
| +126% | +$27.3K | 0.01% | 417 |
|
|
2020
Q3 | $14K | Buy |
210
+99
| +89% | +$6.6K | ﹤0.01% | 691 |
|
|
2020
Q2 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 887 |
|