DWM
Dakota Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,254
| Closed | -$386K | – | 745 |
|
|
2024
Q2 | $386K | Buy |
3,254
+7
| +0.2% | +$831 | 0.01% | 538 |
|
|
2024
Q1 | $346K | Buy |
+3,247
| New | +$346K | 0.01% | 559 |
|
|
2022
Q1 | – | Sell |
-995
| Closed | -$253K | – | 467 |
|
|
2021
Q4 | $253K | Sell |
995
-15,650
| -94% | -$3.98M | 0.03% | 323 |
|
|
2021
Q3 | $6.41M | Buy |
+16,645
| New | +$6.41M | 0.74% | 34 |
|