Joel Isaacson & Co’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,475
| Closed | -$227K | – | 331 |
|
|
2023
Q1 | $227K | Buy |
1,475
+100
| +7% | +$15.4K | 0.02% | 293 |
|
|
2022
Q4 | $247K | Buy |
+1,375
| New | +$247K | 0.02% | 275 |
|
|
2021
Q4 | – | Sell |
-1,322
| Closed | -$509K | – | 314 |
|
|
2021
Q3 | $509K | Buy |
+1,322
| New | +$509K | 0.04% | 179 |
|