L.M. Kohn & Company’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,426
| Closed | -$219K | – | 247 |
|
|
2023
Q1 | $219K | Hold |
1,426
| – | – | 0.09% | 194 |
|
|
2022
Q4 | $256K | Buy |
+1,426
| New | +$256K | 0.12% | 177 |
|
|
2022
Q3 | – | Sell |
-1,686
| Closed | -$241K | – | 228 |
|
|
2022
Q2 | $241K | Sell |
1,686
-139
| -8% | -$19.9K | 0.11% | 190 |
|
|
2022
Q1 | $315K | Buy |
+1,825
| New | +$315K | 0.12% | 183 |
|