Heritage Wealth Management (Arizona)’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $40.6K | Buy |
226
+113
| +100% | +$20.3K | 0.01% | 535 |
|
|
2022
Q3 | $13K | Sell |
113
-7
| -6% | -$805 | ﹤0.01% | 612 |
|
|
2022
Q2 | $17.1K | Hold |
120
| – | – | 0.01% | 566 |
|
|
2022
Q1 | $21K | Buy |
+120
| New | +$21K | 0.01% | 589 |
|
|
2021
Q3 | $38K | Hold |
100
| – | – | 0.01% | 486 |
|
|
2021
Q2 | $23K | Hold |
100
| – | – | 0.01% | 546 |
|
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | 0.01% | 547 |
|