Koa Wealth Management’s Avidity Biosciences RNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,000
Closed -$230K 52
2024
Q3
$230K Sell
5,000
-3,000
-38% -$138K 0.18% 46
2024
Q2
$327K Hold
8,000
0.28% 41
2024
Q1
$204K Sell
8,000
-2,000
-20% -$51K 0.18% 47
2023
Q4
$90.5K Buy
+10,000
New +$90.5K 0.09% 48