LBWM
Left Brain Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,628
| Closed | -$242K | – | 101 |
|
|
2024
Q3 | $242K | Sell |
3,628
-260
| -7% | -$17.4K | 0.11% | 68 |
|
|
2024
Q2 | $462K | Buy |
3,888
+411
| +12% | +$48.8K | 0.22% | 61 |
|
|
2024
Q1 | $371K | Buy |
3,477
+76
| +2% | +$8.1K | 0.18% | 62 |
|
|
2023
Q4 | $338K | Sell |
3,401
-144
| -4% | -$14.3K | 0.2% | 67 |
|
|
2023
Q3 | $366K | Sell |
3,545
-174
| -5% | -$18K | 0.23% | 67 |
|
|
2023
Q2 | $452K | Sell |
3,719
-542
| -13% | -$65.9K | 0.28% | 64 |
|
|
2023
Q1 | $566K | Buy |
+4,261
| New | +$566K | 0.39% | 55 |
|