Mission Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,045
| Closed | -$243K | – | 650 |
|
|
2024
Q2 | $243K | Buy |
2,045
+8
| +0.4% | +$950 | 0.01% | 544 |
|
|
2024
Q1 | $217K | Sell |
2,037
-26
| -1% | -$2.77K | 0.01% | 592 |
|
|
2023
Q4 | $205K | Buy |
+2,063
| New | +$205K | 0.01% | 527 |
|
|
2022
Q1 | – | Sell |
-787
| Closed | -$200K | – | 521 |
|
|
2021
Q4 | $200K | Buy |
787
+95
| +14% | +$24.1K | 0.01% | 492 |
|
|
2021
Q3 | $266K | Buy |
+692
| New | +$266K | 0.01% | 418 |
|