Sargent Bickham Lagudis’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $141K | Buy |
786
+100
| +15% | +$18K | 0.01% | 304 |
|
|
2022
Q3 | $81K | Hold |
686
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $98K | Hold |
686
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $118K | Buy |
686
+10
| +1% | +$1.72K | 0.01% | 312 |
|
|
2021
Q4 | $172K | Sell |
676
-107
| -14% | -$27.2K | 0.01% | 259 |
|
|
2021
Q3 | $301K | Buy |
783
+102
| +15% | +$39.2K | 0.02% | 207 |
|
|
2021
Q2 | $160K | Sell |
681
-7
| -1% | -$1.65K | 0.01% | 282 |
|
|
2021
Q1 | $90K | Sell |
688
-7
| -1% | -$916 | 0.01% | 349 |
|
|
2020
Q4 | $73K | Buy |
695
+13
| +2% | +$1.37K | 0.01% | 366 |
|
|
2020
Q3 | $48K | Buy |
682
+75
| +12% | +$5.28K | ﹤0.01% | 386 |
|
|
2020
Q2 | $39K | Hold |
607
| – | – | ﹤0.01% | 386 |
|
|
2020
Q1 | $18K | Hold |
607
| – | – | ﹤0.01% | 483 |
|
|
2019
Q4 | $12K | Hold |
607
| – | – | ﹤0.01% | 594 |
|
|
2019
Q3 | $10K | Hold |
607
| – | – | ﹤0.01% | 563 |
|
|
2019
Q2 | $9K | Hold |
607
| – | – | ﹤0.01% | 602 |
|
|
2019
Q1 | $12K | Buy |
+607
| New | +$12K | ﹤0.01% | 587 |
|