Sterling Investment Advisors (Pennsylvania)’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-775
| Closed | -$111K | – | 349 |
|
|
2022
Q2 | $111K | Buy |
775
+120
| +18% | +$17.2K | 0.04% | 172 |
|
|
2022
Q1 | $113K | Buy |
655
+325
| +98% | +$56.1K | 0.03% | 180 |
|
|
2021
Q4 | $84K | Buy |
330
+100
| +43% | +$25.5K | 0.02% | 210 |
|
|
2021
Q3 | $89K | Sell |
230
-10
| -4% | -$3.87K | 0.03% | 203 |
|
|
2021
Q2 | $56K | Hold |
240
| – | – | 0.02% | 244 |
|
|
2021
Q1 | $31K | Buy |
240
+190
| +380% | +$24.5K | 0.01% | 276 |
|
|
2020
Q4 | $5K | Sell |
50
-522
| -91% | -$52.2K | ﹤0.01% | 404 |
|
|
2020
Q3 | $40K | Buy |
572
+562
| +5,620% | +$39.3K | 0.02% | 233 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 429 |
|