Cooper Financial Group’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,287
| Closed | -$222K | – | 272 |
|
|
2022
Q1 | $222K | Sell |
1,287
-1,126
| -47% | -$194K | 0.08% | 222 |
|
|
2021
Q4 | $613K | Buy |
2,413
+174
| +8% | +$44.2K | 0.23% | 102 |
|
|
2021
Q3 | $862K | Hold |
2,239
| – | – | 0.18% | 87 |
|
|
2021
Q2 | $526K | Buy |
2,239
+39
| +2% | +$9.16K | 0.11% | 118 |
|
|
2021
Q1 | $288K | Sell |
2,200
-906
| -29% | -$119K | 0.07% | 190 |
|
|
2020
Q4 | $324K | Buy |
+3,106
| New | +$324K | 0.07% | 208 |
|