Heron Financial Group’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,528
| Closed | -$235K | – | 144 |
|
|
2023
Q1 | $235K | Buy |
1,528
+220
| +17% | +$33.8K | 0.13% | 125 |
|
|
2022
Q4 | $227K | Buy |
+1,308
| New | +$227K | 0.15% | 114 |
|
|
2022
Q3 | – | Sell |
-1,490
| Closed | -$213K | – | 137 |
|
|
2022
Q2 | $213K | Buy |
1,490
+98
| +7% | +$14K | 0.13% | 126 |
|
|
2022
Q1 | $240K | Buy |
+1,392
| New | +$240K | 0.12% | 130 |
|
|
2021
Q4 | – | Sell |
-767
| Closed | -$295K | – | 150 |
|
|
2021
Q3 | $295K | Buy |
+767
| New | +$295K | 0.16% | 107 |
|