Cahill 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
Q3 | – | Sell |
-2,032
| Closed | -$247K | – | 49 |
|
|
2023
Q2 | $247K | Sell |
2,032
-1,063
| -34% | -$129K | 0.17% | 42 |
|
|
2023
Q1 | $475K | Sell |
3,095
-17
| -0.5% | -$2.61K | 0.35% | 32 |
|
|
2022
Q4 | $534K | Buy |
3,112
+542
| +21% | +$92.9K | 0.39% | 32 |
|
|
2022
Q3 | $303K | Hold |
2,570
| – | – | 0.27% | 36 |
|
|
2022
Q2 | $367K | Hold |
2,570
| – | – | 0.31% | 35 |
|
|
2022
Q1 | $442K | Buy |
+2,570
| New | +$442K | 0.33% | 31 |
|