Liberty Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-128
| Closed | -$48K | – | 750 |
|
|
2021
Q3 | $48K | Buy |
128
+106
| +482% | +$39.8K | 0.02% | 435 |
|
|
2021
Q2 | $5K | Sell |
22
-136
| -86% | -$30.9K | ﹤0.01% | 793 |
|
|
2021
Q1 | $24K | Hold |
158
| – | – | 0.01% | 426 |
|
|
2020
Q4 | $24K | Buy |
158
+4
| +3% | +$608 | 0.01% | 423 |
|
|
2020
Q3 | $11K | Buy |
+154
| New | +$11K | 0.01% | 501 |
|