Laurel Wealth Advisors (North Carolina)’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 |
-200
| Closed | -$13.4K | – | 755 |
|
|
2024
Q3 | $13.4K | Hold |
200
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $23.8K | Hold |
200
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $21.3K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $19.9K | Hold |
200
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $20.7K | Hold |
200
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $24.3K | Sell |
200
-200
| -50% | -$24.3K | ﹤0.01% | 349 |
|
|
2023
Q1 | $61.4K | Buy |
400
+200
| +100% | +$30.7K | 0.01% | 262 |
|
|
2022
Q4 | $35.9K | Hold |
200
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $24K | Hold |
200
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $29K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2022
Q1 | $34K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $51K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2021
Q3 | $77K | Hold |
200
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $47K | Hold |
200
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $26K | Hold |
200
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $21K | Hold |
200
| – | – | 0.01% | 340 |
|
|
2020
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 353 |
|