Financial Advocates Investment Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,130
| Closed | -$203K | – | 784 |
|
|
2022
Q4 | $203K | Buy |
+1,130
| New | +$203K | 0.02% | 682 |
|
|
2022
Q1 | – | Sell |
-1,452
| Closed | -$369K | – | 777 |
|
|
2021
Q4 | $369K | Sell |
1,452
-6,095
| -81% | -$1.55M | 0.02% | 567 |
|
|
2021
Q3 | $2.9M | Buy |
7,547
+5,570
| +282% | +$2.14M | 0.2% | 125 |
|
|
2021
Q2 | $464K | Sell |
1,977
-706
| -26% | -$166K | 0.03% | 478 |
|
|
2021
Q1 | $351K | Sell |
2,683
-2,367
| -47% | -$310K | 0.02% | 555 |
|
|
2020
Q4 | $1.84M | Buy |
+5,050
| New | +$1.84M | 0.13% | 188 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 652 |
|
|
2020
Q2 | – | Sell |
-10,141
| Closed | -$304K | – | 613 |
|
|
2020
Q1 | $304K | Buy |
+10,141
| New | +$304K | 0.04% | 347 |
|