Jeppson 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
Q3 | – | Sell |
-2,248
| Closed | -$267K | – | 209 |
|
|
2024
Q2 | $267K | Sell |
2,248
-27
| -1% | -$3.21K | 0.1% | 163 |
|
|
2024
Q1 | $242K | Sell |
2,275
-21
| -0.9% | -$2.24K | 0.09% | 177 |
|
|
2023
Q4 | $228K | Buy |
+2,296
| New | +$228K | 0.09% | 176 |
|
|
2023
Q2 | – | Sell |
-1,307
| Closed | -$201K | – | 200 |
|
|
2023
Q1 | $201K | Sell |
1,307
-17
| -1% | -$2.61K | 0.09% | 188 |
|
|
2022
Q4 | $238K | Buy |
+1,324
| New | +$238K | 0.1% | 178 |
|
|
2020
Q4 | – | Sell |
-467
| Closed | -$33K | – | 329 |
|
|
2020
Q3 | $33K | Buy |
+467
| New | +$33K | 0.03% | 268 |
|