KCM Investment Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,645
| Closed | -$418K | – | 424 |
|
|
2021
Q4 | $418K | Buy |
1,645
+211
| +15% | +$53.6K | 0.01% | 312 |
|
|
2021
Q3 | $552K | Sell |
1,434
-519
| -27% | -$200K | 0.02% | 263 |
|
|
2021
Q2 | $459K | Buy |
1,953
+371
| +23% | +$87.2K | 0.02% | 276 |
|
|
2021
Q1 | $207K | Buy |
+1,582
| New | +$207K | 0.01% | 360 |
|