Capital Investment Advisors’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 |
-1,275
| Closed | -$229K | – | 588 |
|
|
2022
Q4 | $229K | Buy |
+1,275
| New | +$229K | 0.01% | 496 |
|
|
2022
Q2 | – | Sell |
-1,204
| Closed | -$207K | – | 584 |
|
|
2022
Q1 | $207K | Buy |
1,204
+382
| +46% | +$65.7K | 0.01% | 547 |
|
|
2021
Q4 | $209K | Buy |
822
+108
| +15% | +$27.5K | 0.01% | 555 |
|
|
2021
Q3 | $275K | Buy |
+714
| New | +$275K | 0.01% | 471 |
|