C.M. Bidwell & Associates’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,108
| Closed | -$199K | – | 542 |
|
|
2022
Q4 | $199K | Sell |
1,108
-351
| -24% | -$63K | 0.16% | 125 |
|
|
2022
Q3 | $173K | Sell |
1,459
-241
| -14% | -$28.6K | 0.14% | 131 |
|
|
2022
Q2 | $243K | Buy |
+1,700
| New | +$243K | 0.19% | 89 |
|
|
2021
Q4 | – | Sell |
-739
| Closed | -$284K | – | 604 |
|
|
2021
Q3 | $284K | Sell |
739
-606
| -45% | -$233K | 0.19% | 97 |
|
|
2021
Q2 | $316K | Sell |
1,345
-205
| -13% | -$48.2K | 0.21% | 83 |
|
|
2021
Q1 | $203K | Buy |
1,550
+736
| +90% | +$96.4K | 0.15% | 129 |
|
|
2020
Q4 | $85K | Buy |
+814
| New | +$85K | 0.07% | 251 |
|