National Wealth Management Group’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,423
Closed -$615K 154
2022
Q4
$615K Buy
3,423
+821
+32% +$147K 0.74% 31
2022
Q3
$308K Sell
2,602
-887
-25% -$105K 0.4% 83
2022
Q2
$498K Buy
+3,489
New +$498K 0.63% 41