Operose Advisors’s Moderna MRNA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-400
Closed -$26.7K 561
2024
Q3
$26.7K Buy
+400
New +$26.7K 0.01% 362
2023
Q1
Sell
-260
Closed -$46.7K 371
2022
Q4
$46.7K Buy
260
+200
+333% +$35.9K 0.02% 158
2022
Q3
$7K Hold
60
﹤0.01% 293
2022
Q2
$9K Hold
60
0.01% 245
2022
Q1
$10K Hold
60
0.01% 265
2021
Q4
$15K Buy
+60
New +$15K 0.01% 232