Pinnacle Wealth Planning Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,825
| Closed | -$217K | – | 548 |
|
|
2024
Q2 | $217K | Buy |
+1,825
| New | +$217K | 0.03% | 396 |
|
|
2023
Q2 | – | Sell |
-1,740
| Closed | -$267K | – | 489 |
|
|
2023
Q1 | $267K | Sell |
1,740
-233
| -12% | -$35.8K | 0.04% | 296 |
|
|
2022
Q4 | $354K | Buy |
+1,973
| New | +$354K | 0.06% | 232 |
|
|
2022
Q3 | – | Sell |
-1,556
| Closed | -$222K | – | 425 |
|
|
2022
Q2 | $222K | Buy |
+1,556
| New | +$222K | 0.04% | 315 |
|
|
2022
Q1 | – | Sell |
-1,017
| Closed | -$259K | – | 459 |
|
|
2021
Q4 | $259K | Buy |
1,017
+185
| +22% | +$47.1K | 0.05% | 286 |
|
|
2021
Q3 | $320K | Buy |
+832
| New | +$320K | 0.07% | 228 |
|
|
2021
Q1 | – | Sell |
-581
| Closed | -$61K | – | 1323 |
|
|
2020
Q4 | $61K | Buy |
+581
| New | +$61K | 0.01% | 699 |
|