Jamison Private Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-334
| Closed | -$22.3K | – | 364 |
|
|
2024
Q3 | $22.3K | Sell |
334
-40
| -11% | -$2.67K | ﹤0.01% | 297 |
|
|
2024
Q2 | $44.4K | Sell |
374
-5
| -1% | -$594 | 0.01% | 249 |
|
|
2024
Q1 | $40.4K | Buy |
379
+5
| +1% | +$533 | 0.01% | 262 |
|
|
2023
Q4 | $37.2K | Hold |
374
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $38.6K | Buy |
+374
| New | +$38.6K | 0.01% | 238 |
|