Parisi Gray Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,437
| Closed | -$258K | – | 101 |
|
|
2022
Q4 | $258K | Buy |
+1,437
| New | +$258K | 0.13% | 84 |
|
|
2022
Q2 | – | Sell |
-1,292
| Closed | -$223K | – | 110 |
|
|
2022
Q1 | $223K | Buy |
1,292
+170
| +15% | +$29.3K | 0.09% | 109 |
|
|
2021
Q4 | $285K | Sell |
1,122
-86
| -7% | -$21.8K | 0.11% | 106 |
|
|
2021
Q3 | $412K | Buy |
1,208
+1,170
| +3,079% | +$399K | 0.17% | 91 |
|
|
2021
Q2 | $9K | Buy |
+38
| New | +$9K | ﹤0.01% | 456 |
|