Sax Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-972
| Closed | -$247K | – | 183 |
|
|
2021
Q4 | $247K | Hold |
972
| – | – | 0.05% | 157 |
|
|
2021
Q3 | $374K | Hold |
972
| – | – | 0.09% | 118 |
|
|
2021
Q2 | $228K | Buy |
+972
| New | +$228K | 0.08% | 143 |
|
|
2021
Q1 | – | Sell |
-1,932
| Closed | -$202K | – | 151 |
|
|
2020
Q4 | $202K | Buy |
+1,932
| New | +$202K | 0.09% | 126 |
|