MinichMacGregor Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,035
| Closed | -$210K | – | 107 |
|
|
2023
Q3 | $210K | Hold |
2,035
| – | – | 0.07% | 89 |
|
|
2023
Q2 | $247K | Hold |
2,035
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $313K | Buy |
2,035
+2,005
| +6,683% | +$308K | 0.1% | 73 |
|
|
2022
Q4 | $5.39K | Buy |
+30
| New | +$5.39K | ﹤0.01% | 477 |
|