SDAM
Shulman DeMeo Asset Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-863
| Closed | -$219K | – | 148 |
|
|
2021
Q4 | $219K | Buy |
+863
| New | +$219K | 0.06% | 136 |
|
|
2021
Q3 | – | Sell |
-919
| Closed | -$216K | – | 116 |
|
|
2021
Q2 | $216K | Buy |
+919
| New | +$216K | 0.08% | 58 |
|
|
2021
Q1 | – | Sell |
-1,940
| Closed | -$203K | – | 143 |
|
|
2020
Q4 | $203K | Buy |
+1,940
| New | +$203K | 0.06% | 130 |
|