Next Financial Group’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.62M | Buy |
6,383
+1,424
| +29% | +$362K | 0.11% | 212 |
|
2021
Q3 | $1.91M | Sell |
4,959
-2,459
| -33% | -$946K | 0.15% | 153 |
|
2021
Q2 | $1.74M | Buy |
7,418
+76
| +1% | +$17.9K | 0.14% | 166 |
|
2021
Q1 | $961K | Sell |
7,342
-67
| -0.9% | -$8.77K | 0.09% | 249 |
|
2020
Q4 | $774K | Buy |
7,409
+6,493
| +709% | +$678K | 0.07% | 269 |
|
2020
Q3 | $65K | Buy |
+916
| New | +$65K | 0.01% | 1015 |
|
2020
Q2 | – | Sell |
-281
| Closed | -$8K | – | 1398 |
|
2020
Q1 | $8K | Buy |
+281
| New | +$8K | ﹤0.01% | 1595 |
|