Intrepid Financial Planning Group’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 |
-1,875
| Closed | -$223K | – | 132 |
|
|
2024
Q2 | $223K | Buy |
+1,875
| New | +$223K | 0.1% | 111 |
|
|
2023
Q3 | – | Sell |
-1,775
| Closed | -$216K | – | 124 |
|
|
2023
Q2 | $216K | Hold |
1,775
| – | – | 0.1% | 106 |
|
|
2023
Q1 | $273K | Hold |
1,775
| – | – | 0.14% | 91 |
|
|
2022
Q4 | $319K | Hold |
1,775
| – | – | 0.17% | 79 |
|
|
2022
Q3 | $210K | Hold |
1,775
| – | – | 0.12% | 92 |
|
|
2022
Q2 | $254K | Buy |
+1,775
| New | +$254K | 0.14% | 78 |
|