SWA
SFMG Wealth Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,408
| Closed | -$249K | – | 280 |
|
|
2023
Q3 | $249K | Buy |
2,408
+700
| +41% | +$72.3K | 0.03% | 199 |
|
|
2023
Q2 | $208K | Buy |
1,708
+304
| +22% | +$36.9K | 0.02% | 227 |
|
|
2023
Q1 | $216K | Buy |
1,404
+100
| +8% | +$15.4K | 0.02% | 222 |
|
|
2022
Q4 | $234K | Buy |
+1,304
| New | +$234K | 0.03% | 204 |
|