NIWA
New Insight Wealth Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
9,813
-210
| -2% | -$5.79K | 0.11% | 91 |
|
|
2025
Q1 | $284K | Buy |
10,023
+1,478
| +17% | +$41.9K | 0.13% | 81 |
|
|
2024
Q4 | $355K | Buy |
8,545
+358
| +4% | +$14.9K | 0.18% | 65 |
|
|
2024
Q3 | $547K | Sell |
8,187
-54
| -0.7% | -$3.61K | 0.29% | 44 |
|
|
2024
Q2 | $979K | Sell |
8,241
-551
| -6% | -$65.4K | 0.58% | 35 |
|
|
2024
Q1 | $937K | Sell |
8,792
-45
| -0.5% | -$4.8K | 0.59% | 35 |
|
|
2023
Q4 | $879K | Buy |
+8,837
| New | +$879K | 0.59% | 34 |
|