Means Investment Company’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,702
| Closed | -$207K | – | 196 |
|
|
2023
Q2 | $207K | Sell |
1,702
-530
| -24% | -$64.4K | 0.03% | 193 |
|
|
2023
Q1 | $343K | Buy |
2,232
+101
| +5% | +$15.5K | 0.06% | 144 |
|
|
2022
Q4 | $383K | Sell |
2,131
-135
| -6% | -$24.2K | 0.08% | 136 |
|
|
2022
Q3 | $268K | Sell |
2,266
-40
| -2% | -$4.73K | 0.06% | 159 |
|
|
2022
Q2 | $329K | Sell |
2,306
-174
| -7% | -$24.8K | 0.07% | 140 |
|
|
2022
Q1 | $427K | Sell |
2,480
-189
| -7% | -$32.5K | 0.08% | 126 |
|
|
2021
Q4 | $678K | Buy |
2,669
+349
| +15% | +$88.7K | 0.12% | 97 |
|
|
2021
Q3 | $893K | Buy |
2,320
+396
| +21% | +$152K | 0.18% | 85 |
|
|
2021
Q2 | $452K | Buy |
1,924
+27
| +1% | +$6.34K | 0.09% | 121 |
|
|
2021
Q1 | $248K | Buy |
1,897
+31
| +2% | +$4.05K | 0.06% | 154 |
|
|
2020
Q4 | $342K | Buy |
+1,866
| New | +$342K | 0.08% | 135 |
|