Caldwell Trust’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-137
|
|
||||
|
2024
Q3 | $9.16K | Hold |
137
|
|
||||
|
2024
Q2 | $16.3K | Hold |
137
|
|
||||
|
2024
Q1 | $14.6K | Hold |
137
|
|
||||
|
2023
Q4 | $13.6K | Sell |
137
-272
|
|
||||
|
2023
Q3 | $42.2K | Buy |
409
+65
|
|
||||
|
2023
Q2 | $41.8K | Buy |
344
+62
|
|
||||
|
2023
Q1 | $43.3K | Buy |
282
+80
|
|
||||
|
2022
Q4 | $36.3K | Buy |
202
+137
|
|
||||
|
2022
Q3 | $7.69K | Hold |
65
|
|
||||
|
2022
Q2 | $9.29K | Hold |
65
|
|
||||
|
2022
Q1 | $11.2K | Hold |
65
|
|
||||
|
2021
Q4 | $16.5K | Hold |
65
|
|
||||
|
2021
Q3 | $25K | Hold |
65
|
|
||||
|
2021
Q2 | $15.3K | Hold |
65
|
|
||||
|
2021
Q1 | $8.51K | Hold |
65
|
|
||||
|
2020
Q4 | $6.79K | Buy |
+65
|
|