Nadler Financial Group’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,070
| Closed | -$221K | – | 118 |
|
|
2024
Q1 | $221K | Sell |
2,070
-102
| -5% | -$10.9K | 0.03% | 104 |
|
|
2023
Q4 | $216K | Hold |
2,172
| – | – | 0.03% | 99 |
|
|
2023
Q3 | $224K | Buy |
2,172
+25
| +1% | +$2.58K | 0.03% | 93 |
|
|
2023
Q2 | $261K | Buy |
2,147
+836
| +64% | +$102K | 0.04% | 89 |
|
|
2023
Q1 | $201K | Sell |
1,311
-100
| -7% | -$15.4K | 0.03% | 109 |
|
|
2022
Q4 | $253K | Buy |
+1,411
| New | +$253K | 0.04% | 91 |
|
|
2022
Q2 | – | Sell |
-1,295
| Closed | -$223K | – | 114 |
|
|
2022
Q1 | $223K | Sell |
1,295
-892
| -41% | -$154K | 0.03% | 110 |
|
|
2021
Q4 | $555K | Sell |
2,187
-310
| -12% | -$78.7K | 0.08% | 66 |
|
|
2021
Q3 | $961K | Sell |
2,497
-5
| -0.2% | -$1.92K | 0.16% | 50 |
|
|
2021
Q2 | $588K | Buy |
2,502
+160
| +7% | +$37.6K | 0.1% | 64 |
|
|
2021
Q1 | $307K | Hold |
2,342
| – | – | 0.05% | 83 |
|
|
2020
Q4 | $245K | Buy |
+2,342
| New | +$245K | 0.05% | 97 |
|