Patriot Financial Group Insurance Agency’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-973
Closed -$139K 1354
2022
Q2
$139K Sell
973
-34
-3% -$4.86K 0.03% 463
2022
Q1
$173K Sell
1,007
-169
-14% -$29K 0.03% 440
2021
Q4
$299K Sell
1,176
-2,161
-65% -$549K 0.05% 351
2021
Q3
$1.28M Sell
3,337
-240
-7% -$92.3K 0.23% 105
2021
Q2
$841K Buy
3,577
+1,036
+41% +$244K 0.15% 143
2021
Q1
$333K Buy
2,541
+65
+3% +$8.52K 0.08% 272
2020
Q4
$259K Buy
2,476
+1,183
+91% +$124K 0.06% 289
2020
Q3
$91K Buy
1,293
+305
+31% +$21.5K 0.03% 410
2020
Q2
$63K Buy
988
+131
+15% +$8.35K 0.02% 459
2020
Q1
$26K Buy
+857
New +$26K 0.01% 591