Mount Yale Investment Advisors’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21K Buy
+44
New +$1.21K ﹤0.01% 1378
2021
Q4
Sell
-625
Closed -$241K 476
2021
Q3
$241K Buy
+625
New +$241K 0.03% 406