Kelly Financial Services’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 |
-344
| Closed | -$40.9K | – | 512 |
|
|
2024
Q2 | $40.9K | Sell |
344
-100
| -23% | -$11.9K | 0.01% | 251 |
|
|
2024
Q1 | $47.3K | Buy |
444
+100
| +29% | +$10.7K | 0.02% | 225 |
|
|
2023
Q4 | $34.2K | Sell |
344
-87
| -20% | -$8.66K | 0.01% | 248 |
|
|
2023
Q3 | $44.5K | Hold |
431
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $52.4K | Sell |
431
-13
| -3% | -$1.58K | 0.02% | 180 |
|
|
2023
Q1 | $68.2K | Buy |
444
+269
| +154% | +$41.3K | 0.03% | 149 |
|
|
2022
Q4 | $31.4K | Sell |
175
-25
| -13% | -$4.49K | 0.02% | 219 |
|
|
2022
Q3 | $23.7K | Buy |
200
+25
| +14% | +$2.96K | 0.01% | 237 |
|
|
2022
Q2 | $25K | Hold |
175
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $30.1K | Sell |
175
-13
| -7% | -$2.24K | 0.01% | 234 |
|
|
2021
Q4 | $47.7K | Sell |
188
-187
| -50% | -$47.5K | 0.02% | 180 |
|
|
2021
Q3 | $144K | Sell |
375
-87,743
| -100% | -$33.8M | 0.08% | 82 |
|
|
2021
Q2 | $375K | Buy |
88,118
+87,742
| +23,336% | +$373K | 0.01% | 220 |
|
|
2021
Q1 | $49.2K | Sell |
376
-9
| -2% | -$1.18K | 0.03% | 125 |
|
|
2020
Q4 | $40.2K | Buy |
385
+110
| +40% | +$11.5K | 0.03% | 134 |
|
|
2020
Q3 | $19.5K | Sell |
275
-129
| -32% | -$9.13K | 0.01% | 176 |
|
|
2020
Q2 | $25.9K | Buy |
404
+354
| +708% | +$22.7K | 0.02% | 133 |
|
|
2020
Q1 | $1.5K | Buy |
+50
| New | +$1.5K | ﹤0.01% | 414 |
|