Founders Capital Management (Connecticut)’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$200K | – | 75 |
|
|
2024
Q3 | $200K | Hold |
3,000
| – | – | 0.03% | 77 |
|
|
2024
Q2 | $356K | Sell |
3,000
-20
| -0.7% | -$2.38K | 0.06% | 67 |
|
|
2024
Q1 | $322K | Hold |
3,020
| – | – | 0.06% | 71 |
|
|
2023
Q4 | $300K | Hold |
3,020
| – | – | 0.06% | 71 |
|
|
2023
Q3 | $312K | Hold |
3,020
| – | – | 0.07% | 66 |
|
|
2023
Q2 | $367K | Hold |
3,020
| – | – | 0.08% | 61 |
|
|
2023
Q1 | $464K | Hold |
3,020
| – | – | 0.12% | 55 |
|
|
2022
Q4 | $542K | Buy |
+3,020
| New | +$542K | 0.15% | 53 |
|