Laidlaw Wealth Management’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 |
-1,533
| Closed | -$235K | – | 366 |
|
|
2023
Q1 | $235K | Hold |
1,533
| – | – | 0.05% | 304 |
|
|
2022
Q4 | $275K | Sell |
1,533
-310
| -17% | -$55.7K | 0.06% | 279 |
|
|
2022
Q3 | $218K | Buy |
1,843
+200
| +12% | +$23.7K | 0.05% | 287 |
|
|
2022
Q2 | $235K | Sell |
1,643
-122
| -7% | -$17.5K | 0.05% | 314 |
|
|
2022
Q1 | $304K | Sell |
1,765
-1,050
| -37% | -$181K | 0.05% | 298 |
|
|
2021
Q4 | $715K | Buy |
2,815
+551
| +24% | +$140K | 0.11% | 180 |
|
|
2021
Q3 | $871K | Buy |
2,264
+113
| +5% | +$43.5K | 0.22% | 102 |
|
|
2021
Q2 | $505K | Sell |
2,151
-520
| -19% | -$122K | 0.13% | 149 |
|
|
2021
Q1 | $350K | Buy |
2,671
+246
| +10% | +$32.2K | 0.12% | 152 |
|
|
2020
Q4 | $253K | Buy |
+2,425
| New | +$253K | 0.05% | 296 |
|