Focused 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 |
-244
| Closed | -$24.3K | – | 617 |
|
|
2023
Q4 | $24.3K | Buy |
244
+237
| +3,386% | +$23.6K | ﹤0.01% | 415 |
|
|
2023
Q3 | $723 | Hold |
7
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $851 | Hold |
7
| – | – | ﹤0.01% | 847 |
|
|
2023
Q1 | $1.08K | Hold |
7
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $1.26K | Hold |
7
| – | – | ﹤0.01% | 802 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 835 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 806 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 856 |
|
|
2021
Q4 | $2K | Sell |
7
-93
| -93% | -$26.6K | ﹤0.01% | 776 |
|
|
2021
Q3 | $38K | Buy |
+100
| New | +$38K | 0.01% | 404 |
|
|
2021
Q2 | – | Sell |
-74
| Closed | -$10K | – | 915 |
|
|
2021
Q1 | $10K | Buy |
+74
| New | +$10K | ﹤0.01% | 554 |
|