Strategic Investment Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,587
| Closed | -$1.45M | – | 249 |
|
|
2023
Q4 | $1.45M | Buy |
14,587
+8,208
| +129% | +$816K | 0.21% | 70 |
|
|
2023
Q3 | $659K | Buy |
6,379
+2,126
| +50% | +$220K | 0.11% | 145 |
|
|
2023
Q2 | $517K | Sell |
4,253
-6,419
| -60% | -$780K | 0.07% | 137 |
|
|
2023
Q1 | $1.64M | Buy |
10,672
+6,234
| +140% | +$957K | 0.3% | 55 |
|
|
2022
Q4 | $797K | Sell |
4,438
-14
| -0.3% | -$2.52K | 0.17% | 102 |
|
|
2022
Q3 | $527K | Sell |
4,452
-35
| -0.8% | -$4.14K | 0.12% | 134 |
|
|
2022
Q2 | $641K | Buy |
4,487
+192
| +4% | +$27.4K | 0.13% | 129 |
|
|
2022
Q1 | $740K | Buy |
+4,295
| New | +$740K | 0.14% | 131 |
|