Stokes Family Office’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,257
| Closed | -$226K | – | 313 |
|
|
2022
Q4 | $226K | Buy |
+1,257
| New | +$226K | 0.03% | 249 |
|
|
2022
Q1 | – | Sell |
-1,171
| Closed | -$297K | – | 272 |
|
|
2021
Q4 | $297K | Buy |
1,171
+9
| +0.8% | +$2.28K | 0.04% | 195 |
|
|
2021
Q3 | $447K | Buy |
1,162
+88
| +8% | +$33.9K | 0.06% | 156 |
|
|
2021
Q2 | $252K | Buy |
+1,074
| New | +$252K | 0.04% | 194 |
|