Redwood Wealth Management Group’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,512
| Closed | -$235K | – | 164 |
|
|
2024
Q3 | $235K | Buy |
3,512
+170
| +5% | +$11.4K | 0.12% | 146 |
|
|
2024
Q2 | $397K | Buy |
3,342
+215
| +7% | +$25.5K | 0.3% | 78 |
|
|
2024
Q1 | $333K | Sell |
3,127
-5
| -0.2% | -$533 | 0.35% | 85 |
|
|
2023
Q4 | $311K | Buy |
3,132
+425
| +16% | +$42.3K | 0.35% | 89 |
|
|
2023
Q3 | $280K | Buy |
2,707
+371
| +16% | +$38.3K | 0.33% | 94 |
|
|
2023
Q2 | $284K | Buy |
2,336
+160
| +7% | +$19.4K | 0.31% | 90 |
|
|
2023
Q1 | $334K | Buy |
2,176
+260
| +14% | +$39.9K | 0.38% | 78 |
|
|
2022
Q4 | $344K | Buy |
+1,916
| New | +$344K | 0.43% | 69 |
|