Buckingham Strategic Wealth’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $344K | Sell |
2,894
-13
| -0.4% | -$1.54K | ﹤0.01% | 566 |
|
|
2024
Q1 | $310K | Buy |
2,907
+511
| +21% | +$54.5K | ﹤0.01% | 581 |
|
|
2023
Q4 | $238K | Buy |
2,396
+82
| +4% | +$8.16K | ﹤0.01% | 640 |
|
|
2023
Q3 | $239K | Sell |
2,314
-106
| -4% | -$10.9K | ﹤0.01% | 585 |
|
|
2023
Q2 | $294K | Sell |
2,420
-49
| -2% | -$5.95K | ﹤0.01% | 537 |
|
|
2023
Q1 | $443K | Hold |
2,469
| – | – | 0.01% | 405 |
|
|
2022
Q4 | $443K | Buy |
2,469
+144
| +6% | +$25.9K | 0.01% | 407 |
|
|
2022
Q3 | $275K | Sell |
2,325
-22
| -0.9% | -$2.6K | 0.01% | 486 |
|
|
2022
Q2 | $335K | Sell |
2,347
-191
| -8% | -$27.3K | 0.01% | 447 |
|
|
2022
Q1 | $437K | Buy |
2,538
+194
| +8% | +$33.4K | 0.01% | 390 |
|
|
2021
Q4 | $595K | Buy |
2,344
+637
| +37% | +$162K | 0.01% | 339 |
|
|
2021
Q3 | $657K | Sell |
1,707
-349
| -17% | -$134K | 0.01% | 308 |
|
|
2021
Q2 | $483K | Buy |
2,056
+126
| +7% | +$29.6K | 0.01% | 369 |
|
|
2021
Q1 | $253K | Buy |
+1,930
| New | +$253K | 0.01% | 469 |
|