EWM
Evercore Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,287
| Closed | -$231K | – | 415 |
|
|
2022
Q4 | $231K | Buy |
+1,287
| New | +$231K | ﹤0.01% | 363 |
|
|
2022
Q2 | – | Sell |
-1,235
| Closed | -$213K | – | 419 |
|
|
2022
Q1 | $213K | Sell |
1,235
-4
| -0.3% | -$690 | ﹤0.01% | 410 |
|
|
2021
Q4 | $315K | Hold |
1,239
| – | – | 0.01% | 348 |
|
|
2021
Q3 | $477K | Buy |
1,239
+4
| +0.3% | +$1.54K | 0.01% | 293 |
|
|
2021
Q2 | $290K | Buy |
+1,235
| New | +$290K | 0.01% | 367 |
|