Peak Financial Management’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 |
-1,951
| Closed | -$279K | – | 70 |
|
|
2022
Q2 | $279K | Sell |
1,951
-65
| -3% | -$9.3K | 0.11% | 59 |
|
|
2022
Q1 | $347K | Hold |
2,016
| – | – | 0.12% | 53 |
|
|
2021
Q4 | $512K | Sell |
2,016
-160
| -7% | -$40.6K | 0.17% | 45 |
|
|
2021
Q3 | $837K | Buy |
2,176
+330
| +18% | +$127K | 0.28% | 40 |
|
|
2021
Q2 | $434K | Hold |
1,846
| – | – | 0.15% | 47 |
|
|
2021
Q1 | $242K | Sell |
1,846
-210
| -10% | -$27.5K | 0.09% | 61 |
|
|
2020
Q4 | $215K | Buy |
+2,056
| New | +$215K | 0.08% | 64 |
|