NWM
Navigation Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-154
| Closed | -$18K | – | 27 |
|
|
2022
Q3 | $18K | Hold |
154
| – | – | 1.94% | 9 |
|
|
2022
Q2 | $22K | Hold |
154
| – | – | 2.44% | 6 |
|
|
2022
Q1 | $27K | Hold |
154
| – | – | 0.25% | 9 |
|
|
2021
Q4 | $39K | Hold |
154
| – | – | 0.04% | 23 |
|
|
2021
Q3 | $52K | Hold |
154
| – | – | 0.34% | 11 |
|
|
2021
Q2 | $36K | Buy |
+154
| New | +$36K | 0.03% | 28 |
|