Global Wealth Management Investment Advisory’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-181
| Closed | -$18.7K | – | 490 |
|
|
2023
Q3 | $18.7K | Buy |
181
+101
| +126% | +$10.4K | 0.01% | 247 |
|
|
2023
Q2 | $9.72K | Buy |
+80
| New | +$9.72K | ﹤0.01% | 294 |
|
|
2022
Q3 | – | Sell |
-265
| Closed | -$38K | – | 345 |
|
|
2022
Q2 | $38K | Sell |
265
-15
| -5% | -$2.15K | 0.01% | 197 |
|
|
2022
Q1 | $48K | Buy |
280
+51
| +22% | +$8.74K | 0.01% | 197 |
|
|
2021
Q4 | $58K | Buy |
229
+117
| +104% | +$29.6K | 0.02% | 183 |
|
|
2021
Q3 | $43K | Sell |
112
-18
| -14% | -$6.91K | 0.01% | 210 |
|
|
2021
Q2 | $31K | Sell |
130
-20
| -13% | -$4.77K | 0.01% | 217 |
|
|
2021
Q1 | $20K | Sell |
150
-75
| -33% | -$10K | 0.01% | 245 |
|
|
2020
Q4 | $24K | Sell |
225
-285
| -56% | -$30.4K | 0.01% | 223 |
|
|
2020
Q3 | $36K | Sell |
510
-50
| -9% | -$3.53K | 0.02% | 194 |
|
|
2020
Q2 | $36K | Buy |
560
+310
| +124% | +$19.9K | 0.02% | 219 |
|
|
2020
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 380 |
|