Sowell Financial Services’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,178
| Closed | -$350K | – | 1893 |
|
2021
Q1 | $350K | Sell |
2,178
-508
| -19% | -$81.6K | 0.01% | 775 |
|
2020
Q4 | $281K | Sell |
2,686
-104
| -4% | -$10.9K | 0.01% | 721 |
|
2020
Q3 | $197K | Buy |
2,790
+655
| +31% | +$46.2K | 0.01% | 733 |
|
2020
Q2 | $137K | Buy |
2,135
+49
| +2% | +$3.14K | 0.01% | 864 |
|
2020
Q1 | $62K | Sell |
2,086
-1,466
| -41% | -$43.6K | ﹤0.01% | 979 |
|
2019
Q4 | $69K | Buy |
+3,552
| New | +$69K | 0.01% | 1035 |
|