Oxler Private Wealth’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-695
| Closed | -$82.2K | – | 297 |
|
|
2022
Q3 | $82.2K | Hold |
695
| – | – | 0.05% | 156 |
|
|
2022
Q2 | $99.3K | Buy |
+695
| New | +$99.3K | 0.05% | 129 |
|
|
2021
Q4 | – | Sell |
-695
| Closed | -$267K | – | 124 |
|
|
2021
Q3 | $267K | Buy |
+695
| New | +$267K | 0.12% | 114 |
|
|
2021
Q1 | – | Sell |
-695
| Closed | -$55K | – | 177 |
|
|
2020
Q4 | $55K | Buy |
+695
| New | +$55K | 0.03% | 153 |
|