IPG Investment Advisors’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,112
Closed -$438K 193
2024
Q1
$438K Buy
+4,112
New +$438K 0.1% 104
2022
Q1
Sell
-890
Closed -$227K 205
2021
Q4
$227K Sell
890
-149
-14% -$38K 0.04% 173
2021
Q3
$400K Buy
+1,039
New +$400K 0.13% 73