CIA
Concurrent Investment Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
+9,284
| New | +$256K | 0.01% | 1134 |
|
|
2024
Q3 | – | Sell |
-2,413
| Closed | -$287K | – | 1040 |
|
|
2024
Q2 | $287K | Buy |
2,413
+177
| +8% | +$21K | 0.01% | 742 |
|
|
2024
Q1 | $238K | Buy |
2,236
+71
| +3% | +$7.57K | 0.01% | 737 |
|
|
2023
Q4 | $215K | Buy |
+2,165
| New | +$215K | 0.01% | 743 |
|