Golden State Wealth Management’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46K Sell
53
-30
-36% -$828 ﹤0.01% 1393
2025
Q1
$2.35K Sell
83
-63
-43% -$1.79K ﹤0.01% 1291
2024
Q4
$6.07K Buy
+146
New +$6.07K ﹤0.01% 1078
2020
Q2
Sell
-3,000
Closed -$90K 622
2020
Q1
$90K Buy
+3,000
New +$90K 0.04% 264