RWA Wealth Partners’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 |
-3,056
| Closed | -$363K | – | 574 |
|
|
2024
Q2 | $363K | Hold |
3,056
| – | – | ﹤0.01% | 431 |
|
|
2024
Q1 | $326K | Buy |
3,056
+845
| +38% | +$90K | ﹤0.01% | 441 |
|
|
2023
Q4 | $220K | Buy |
+2,211
| New | +$220K | ﹤0.01% | 495 |
|
|
2021
Q4 | – | Sell |
-758
| Closed | -$292K | – | 258 |
|
|
2021
Q3 | $292K | Buy |
+758
| New | +$292K | 0.02% | 206 |
|