EPG Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,390
| Closed | -$533K | – | 433 |
|
|
2023
Q2 | $533K | Buy |
4,390
+232
| +6% | +$28.2K | 0.16% | 144 |
|
|
2023
Q1 | $639K | Buy |
+4,158
| New | +$639K | 0.2% | 115 |
|
|
2020
Q2 | – | Sell |
-900
| Closed | -$27K | – | 539 |
|
|
2020
Q1 | $27K | Buy |
+900
| New | +$27K | 0.02% | 354 |
|