Cape Investment Advisory’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Hold |
43
| – | – | ﹤0.01% | 1016 |
|
|
2025
Q1 | $1.22K | Hold |
43
| – | – | ﹤0.01% | 944 |
|
|
2024
Q4 | $1.79K | Hold |
43
| – | – | ﹤0.01% | 893 |
|
|
2024
Q3 | $2.87K | Sell |
43
-9
| -17% | -$602 | ﹤0.01% | 785 |
|
|
2024
Q2 | $6.18K | Buy |
52
+2
| +4% | +$238 | ﹤0.01% | 615 |
|
|
2024
Q1 | $5.33K | Sell |
50
-655
| -93% | -$69.8K | ﹤0.01% | 641 |
|
|
2023
Q4 | $70.1K | Buy |
705
+648
| +1,137% | +$64.4K | 0.03% | 286 |
|
|
2023
Q3 | $5.89K | Buy |
57
+33
| +138% | +$3.41K | ﹤0.01% | 638 |
|
|
2023
Q2 | $2.92K | Buy |
+24
| New | +$2.92K | ﹤0.01% | 735 |
|