Pinnacle 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
Q2
$605K Sell
4,233
-306
-7% -$43.7K 0.24% 102
2022
Q1
$782K Buy
4,539
+1,251
+38% +$216K 0.24% 95
2021
Q4
$835K Buy
+3,288
New +$835K 0.26% 91