Destiny Wealth Partners’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$238K | – | 163 |
|
|
2024
Q2 | $238K | Hold |
2,000
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $213K | Hold |
2,000
| – | – | 0.04% | 151 |
|
|
2023
Q4 | $217K | Sell |
2,000
-10
| -0.5% | -$1.09K | 0.04% | 149 |
|
|
2023
Q3 | $208K | Hold |
2,010
| – | – | 0.04% | 158 |
|
|
2023
Q2 | $254K | Hold |
2,010
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $309K | Hold |
2,010
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $361K | Hold |
2,010
| – | – | 0.08% | 120 |
|
|
2022
Q3 | $238K | Buy |
2,010
+2,000
| +20,000% | +$237K | 0.05% | 174 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 471 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$1K | – | 559 |
|
|
2020
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 499 |
|