IHT Wealth Management’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 |
-1,649
| Closed | -$200K | – | 1006 |
|
|
2023
Q2 | $200K | Buy |
1,649
+37
| +2% | +$4.5K | 0.01% | 889 |
|
|
2023
Q1 | $248K | Buy |
1,612
+32
| +2% | +$4.92K | 0.01% | 768 |
|
|
2022
Q4 | $284K | Sell |
1,580
-869
| -35% | -$156K | 0.02% | 679 |
|
|
2022
Q3 | $290K | Buy |
2,449
+149
| +6% | +$17.6K | 0.02% | 636 |
|
|
2022
Q2 | $329K | Buy |
2,300
+10
| +0.4% | +$1.43K | 0.03% | 502 |
|
|
2022
Q1 | $394K | Sell |
2,290
-1,399
| -38% | -$241K | 0.03% | 489 |
|
|
2021
Q4 | $937K | Sell |
3,689
-513
| -12% | -$130K | 0.07% | 275 |
|
|
2021
Q3 | $1.62M | Sell |
4,202
-183
| -4% | -$70.4K | 0.13% | 153 |
|
|
2021
Q2 | $1.03M | Buy |
4,385
+1,854
| +73% | +$435K | 0.07% | 312 |
|
|
2021
Q1 | $331K | Buy |
+2,531
| New | +$331K | 0.02% | 598 |
|
|
2020
Q3 | – | Sell |
-3,649
| Closed | -$234K | – | 678 |
|
|
2020
Q2 | $234K | Buy |
+3,649
| New | +$234K | 0.03% | 476 |
|