Kingswood Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,813
| Closed | -$255K | – | 868 |
|
|
2024
Q3 | $255K | Sell |
3,813
-2,883
| -43% | -$193K | 0.02% | 615 |
|
|
2024
Q2 | $795K | Buy |
6,696
+747
| +13% | +$88.7K | 0.07% | 282 |
|
|
2024
Q1 | $634K | Sell |
5,949
-577
| -9% | -$61.5K | 0.07% | 288 |
|
|
2023
Q4 | $649K | Buy |
6,526
+1,906
| +41% | +$190K | 0.07% | 285 |
|
|
2023
Q3 | $477K | Buy |
4,620
+2,326
| +101% | +$240K | 0.08% | 255 |
|
|
2023
Q2 | $279K | Buy |
+2,294
| New | +$279K | 0.09% | 206 |
|