Laurel Wealth Advisors (California)’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $309K | Sell |
1,723
-151
| -8% | -$27.1K | 0.03% | 499 |
|
|
2022
Q3 | $222K | Sell |
1,874
-19
| -1% | -$2.25K | 0.02% | 581 |
|
|
2022
Q2 | $270K | Sell |
1,893
-562
| -23% | -$80.2K | 0.03% | 524 |
|
|
2022
Q1 | $423K | Sell |
2,455
-14
| -0.6% | -$2.41K | 0.04% | 461 |
|
|
2021
Q4 | $627K | Buy |
2,469
+530
| +27% | +$135K | 0.05% | 377 |
|
|
2021
Q3 | $746K | Buy |
1,939
+12
| +0.6% | +$4.62K | 0.14% | 178 |
|
|
2021
Q2 | $453K | Buy |
+1,927
| New | +$453K | 0.06% | 297 |
|