CFS Investment 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
Q4 | – | Sell |
-14,190
| Closed | – | – | 211 |
|
2022
Q3 | $0 | Buy |
+14,190
| New | – | ﹤0.01% | 318 |
|
2022
Q2 | – | Sell |
-13,609
| Closed | – | – | 414 |
|
2022
Q1 | $0 | Buy |
13,609
+11,835
| +667% | – | ﹤0.01% | 500 |
|
2021
Q4 | $300K | Buy |
1,774
+431
| +32% | +$72.9K | 0.04% | 192 |
|
2021
Q3 | $517K | Buy |
+1,343
| New | +$517K | 0.07% | 156 |
|