Gries Financial’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,700
| Closed | -$207K | – | 183 |
|
|
2023
Q2 | $207K | Hold |
1,700
| – | – | 0.06% | 154 |
|
|
2023
Q1 | $261K | Sell |
1,700
-15
| -0.9% | -$2.3K | 0.08% | 149 |
|
|
2022
Q4 | $308K | Hold |
1,715
| – | – | 0.1% | 128 |
|
|
2022
Q3 | $203K | Hold |
1,715
| – | – | 0.09% | 140 |
|
|
2022
Q2 | $245K | Hold |
1,715
| – | – | 0.12% | 112 |
|
|
2022
Q1 | $295K | Hold |
1,715
| – | – | 0.11% | 131 |
|
|
2021
Q4 | $436K | Sell |
1,715
-200
| -10% | -$50.8K | 0.18% | 113 |
|
|
2021
Q3 | $737K | Hold |
1,915
| – | – | 0.23% | 97 |
|
|
2021
Q2 | $802K | Buy |
1,915
+15
| +0.8% | +$6.28K | 0.26% | 86 |
|
|
2021
Q1 | $285K | Buy |
+1,900
| New | +$285K | 0.09% | 141 |
|