SFS
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Sowell Financial Services’s Moderna MRNA Stock Holding History

Sowell Financial Services’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,178
Closed -$350K – 1892
2021
Q1 		$350K Sell
2,178
-508
-19% -$73.6K 0.01% 775
2020
Q4 		$281K Sell
2,686
-104
-4% -$10.5K 0.01% 721
2020
Q3 		$197K Buy
2,790
+655
+31% +$45.7K 0.01% 733
2020
Q2 		$137K Buy
2,135
+49
+2% +$2.68K 0.01% 864
2020
Q1 		$62K Sell
2,086
-1,466
-41% -$33.7K ﹤0.01% 979
2019
Q4 		$69K Buy
+3,552
New +$63K 0.01% 1035

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