Dynamic Advisor Solutions’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,215
| Closed | -$209K | – | 740 |
|
|
2022
Q1 | $209K | Sell |
1,215
-51
| -4% | -$8.77K | 0.01% | 667 |
|
|
2021
Q4 | $322K | Sell |
1,266
-246
| -16% | -$62.6K | 0.02% | 543 |
|
|
2021
Q3 | $582K | Buy |
1,512
+111
| +8% | +$42.7K | 0.04% | 405 |
|
|
2021
Q2 | $329K | Buy |
+1,401
| New | +$329K | 0.03% | 524 |
|