Shorepoint Capital Partners’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,888
| Closed | -$586K | – | 100 |
|
|
2023
Q4 | $586K | Sell |
5,888
-93
| -2% | -$9.25K | 0.16% | 81 |
|
|
2023
Q3 | $618K | Sell |
5,981
-240
| -4% | -$24.8K | 0.18% | 83 |
|
|
2023
Q2 | $756K | Sell |
6,221
-200
| -3% | -$24.3K | 0.21% | 86 |
|
|
2023
Q1 | $986K | Buy |
6,421
+585
| +10% | +$89.8K | 0.28% | 85 |
|
|
2022
Q4 | $1.05M | Buy |
+5,836
| New | +$1.05M | 0.29% | 86 |
|