Financial Synergies Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-234
| Closed | -$24.9K | – | 301 |
|
|
2024
Q1 | $24.9K | Sell |
234
-266
| -53% | -$28.3K | ﹤0.01% | 174 |
|
|
2023
Q4 | $89.8K | Buy |
500
+216
| +76% | +$38.8K | 0.01% | 81 |
|
|
2023
Q3 | $29.3K | Sell |
284
-216
| -43% | -$22.3K | ﹤0.01% | 147 |
|
|
2023
Q2 | $60.8K | Hold |
500
| – | – | 0.01% | 100 |
|
|
2023
Q1 | $76.8K | Hold |
500
| – | – | 0.01% | 94 |
|
|
2022
Q4 | $89.8K | Sell |
500
-464
| -48% | -$83.3K | 0.01% | 81 |
|
|
2022
Q3 | $114K | Sell |
964
-765
| -44% | -$90.5K | 0.02% | 79 |
|
|
2022
Q2 | $247K | Buy |
+1,729
| New | +$247K | 0.04% | 61 |
|