Evermay Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$398 | – | 691 |
|
|
2023
Q4 | $398 | Buy |
+4
| New | +$398 | ﹤0.01% | 586 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$8K | – | 559 |
|
|
2021
Q4 | $8K | Buy |
+30
| New | +$8K | ﹤0.01% | 420 |
|
|
2021
Q3 | – | Sell |
-120
| Closed | -$28K | – | 503 |
|
|
2021
Q2 | $28K | Buy |
+120
| New | +$28K | 0.01% | 333 |
|