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Lifeworks Advisors’s Moderna MRNA Stock Holding History

Lifeworks Advisors’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,351
Closed -$234K – 229
2023
Q4 		$234K Sell
2,351
-14,475
-86% -$1.44M 0.08% 184
2023
Q3 		$1.74M Buy
+16,826
New +$1.74M 0.68% 44