PFG Private Wealth Management’s Moderna MRNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-84
Closed -$2.38K 172
2025
Q1
$2.38K Buy
+84
New +$2.38K ﹤0.01% 225
2022
Q3
Sell
-1,547
Closed -$221K 359
2022
Q2
$221K Buy
1,547
+66
+4% +$9.43K 0.12% 58
2022
Q1
$255K Buy
+1,481
New +$255K 0.13% 60