Capital Advisory Group Advisory Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-86
| Closed | -$15K | – | 374 |
|
|
2022
Q1 | $15K | Buy |
+86
| New | +$15K | 0.01% | 327 |
|
|
2021
Q4 | – | Sell |
-80
| Closed | -$31K | – | 367 |
|
|
2021
Q3 | $31K | Sell |
80
-48
| -38% | -$18.6K | 0.01% | 290 |
|
|
2021
Q2 | $30K | Hold |
128
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $17K | Hold |
128
| – | – | 0.01% | 326 |
|
|
2020
Q4 | $13K | Hold |
128
| – | – | 0.01% | 342 |
|
|
2020
Q3 | $9K | Buy |
+128
| New | +$9K | ﹤0.01% | 326 |
|