Principle Wealth Partners’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $325 | Hold |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $471K | Hold |
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|
2021
Q4 | $695K | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $854K | Buy |
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|
2021
Q1 | $437K | Hold |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q2 | $64K | Buy |
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