Hamilton Wealth’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34,027
| Closed | -$4.04M | – | 121 |
|
|
2024
Q2 | $4.04M | Sell |
34,027
-267
| -0.8% | -$31.7K | 1.09% | 29 |
|
|
2024
Q1 | $3.65M | Sell |
34,294
-37,907
| -53% | -$4.04M | 1.14% | 26 |
|
|
2023
Q4 | $7.18M | Buy |
72,201
+57,339
| +386% | +$5.7M | 2.26% | 14 |
|
|
2023
Q3 | $1.54M | Buy |
+14,862
| New | +$1.54M | 0.55% | 35 |
|
|
2023
Q2 | – | Sell |
-11,107
| Closed | -$1.71M | – | 101 |
|
|
2023
Q1 | $1.71M | Buy |
11,107
+755
| +7% | +$116K | 0.6% | 34 |
|
|
2022
Q4 | $1.86M | Buy |
+10,352
| New | +$1.86M | 0.76% | 33 |
|