Clearview Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$608 | – | 425 |
|
|
2023
Q2 | $608 | Hold |
5
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $768 | Hold |
5
| – | – | ﹤0.01% | 596 |
|
|
2022
Q4 | $898 | Sell |
5
-120
| -96% | -$21.6K | ﹤0.01% | 536 |
|
|
2022
Q3 | $15K | Hold |
125
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $18K | Hold |
125
| – | – | 0.01% | 293 |
|
|
2022
Q1 | $22K | Hold |
125
| – | – | 0.01% | 292 |
|
|
2021
Q4 | $32K | Sell |
125
-1
| -0.8% | -$256 | 0.02% | 272 |
|
|
2021
Q3 | $48K | Sell |
126
-185
| -59% | -$70.5K | 0.03% | 237 |
|
|
2021
Q2 | $73K | Hold |
311
| – | – | 0.05% | 207 |
|
|
2021
Q1 | $41K | Buy |
311
+5
| +2% | +$659 | 0.03% | 245 |
|
|
2020
Q4 | $32K | Buy |
+306
| New | +$32K | 0.02% | 245 |
|