HoyleCohen’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 |
-1,474
| Closed | -$226K | – | 264 |
|
|
2023
Q1 | $226K | Hold |
1,474
| – | – | 0.02% | 240 |
|
|
2022
Q4 | $265K | Buy |
+1,474
| New | +$265K | 0.03% | 233 |
|
|
2022
Q3 | – | Sell |
-1,474
| Closed | -$211K | – | 261 |
|
|
2022
Q2 | $211K | Hold |
1,474
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $254K | Sell |
1,474
-1
| -0.1% | -$172 | 0.02% | 238 |
|
|
2021
Q4 | $375K | Buy |
1,475
+381
| +35% | +$96.9K | 0.03% | 214 |
|
|
2021
Q3 | $421K | Sell |
1,094
-110
| -9% | -$42.3K | 0.04% | 193 |
|
|
2021
Q2 | $283 | Buy |
+1,204
| New | +$283 | 0.02% | 226 |
|