Kingsview Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$233K | – | 882 |
|
|
2022
Q1 | $233K | Sell |
1,350
-859
| -39% | -$148K | 0.01% | 776 |
|
|
2021
Q4 | $561K | Sell |
2,209
-1,141
| -34% | -$290K | 0.02% | 538 |
|
|
2021
Q3 | $1.29M | Buy |
3,350
+927
| +38% | +$357K | 0.06% | 310 |
|
|
2021
Q2 | $570K | Sell |
2,423
-99
| -4% | -$23.3K | 0.03% | 524 |
|
|
2021
Q1 | $334K | Buy |
+2,522
| New | +$334K | 0.02% | 605 |
|