Regal Investment Advisors’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 |
-2,537
| Closed | -$301K | – | 547 |
|
|
2024
Q2 | $301K | Sell |
2,537
-35
| -1% | -$4.16K | 0.02% | 459 |
|
|
2024
Q1 | $274K | Buy |
2,572
+79
| +3% | +$8.42K | 0.02% | 477 |
|
|
2023
Q4 | $248K | Sell |
2,493
-476
| -16% | -$47.3K | 0.02% | 459 |
|
|
2023
Q3 | $307K | Buy |
2,969
+382
| +15% | +$39.5K | 0.03% | 385 |
|
|
2023
Q2 | $314K | Sell |
2,587
-117
| -4% | -$14.2K | 0.03% | 388 |
|
|
2023
Q1 | $415K | Buy |
2,704
+124
| +5% | +$19K | 0.04% | 316 |
|
|
2022
Q4 | $463K | Sell |
2,580
-97
| -4% | -$17.4K | 0.04% | 289 |
|
|
2022
Q3 | $317K | Sell |
2,677
-34
| -1% | -$4.03K | 0.03% | 353 |
|
|
2022
Q2 | $387K | Sell |
2,711
-255
| -9% | -$36.4K | 0.04% | 328 |
|
|
2022
Q1 | $511K | Buy |
2,966
+875
| +42% | +$151K | 0.05% | 308 |
|
|
2021
Q4 | $531K | Buy |
2,091
+89
| +4% | +$22.6K | 0.05% | 322 |
|
|
2021
Q3 | $770K | Sell |
2,002
-198
| -9% | -$76.2K | 0.07% | 273 |
|
|
2021
Q2 | $517K | Buy |
+2,200
| New | +$517K | 0.05% | 321 |
|
|
2021
Q1 | – | Sell |
-2,279
| Closed | -$238K | – | 278 |
|
|
2020
Q4 | $238K | Buy |
+2,279
| New | +$238K | 0.03% | 411 |
|