Cassady Schiller Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.9K | Buy |
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|
2024
Q3 | $10K | Sell |
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|
2024
Q2 | $19.7K | Hold |
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|
2024
Q1 | $17.7K | Buy |
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|
2023
Q4 | $16.3K | Buy |
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|
2023
Q3 | $15.5K | Hold |
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|
2023
Q2 | $18.2K | Hold |
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|
2023
Q1 | $23K | Hold |
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|
2022
Q4 | $26.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $39K | Buy |
|