McKinley Carter Wealth Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,240
| Closed | -$214K | – | 297 |
|
|
2022
Q1 | $214K | Hold |
1,240
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $315K | Hold |
1,240
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $477K | Sell |
1,240
-750
| -38% | -$289K | 0.04% | 189 |
|
|
2021
Q2 | $468K | Hold |
1,990
| – | – | 0.04% | 194 |
|
|
2021
Q1 | $261K | Hold |
1,990
| – | – | 0.02% | 256 |
|
|
2020
Q4 | $208K | Buy |
+1,990
| New | +$208K | 0.03% | 251 |
|