Stratos Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,592
| Closed | -$383K | – | 747 |
|
|
2024
Q1 | $383K | Sell |
3,592
-411
| -10% | -$43.8K | 0.02% | 512 |
|
|
2023
Q4 | $398K | Buy |
4,003
+978
| +32% | +$97.3K | 0.02% | 501 |
|
|
2023
Q3 | $312K | Buy |
+3,025
| New | +$312K | 0.02% | 520 |
|
|
2021
Q3 | – | Sell |
-948
| Closed | -$223K | – | 548 |
|
|
2021
Q2 | $223K | Buy |
+948
| New | +$223K | 0.02% | 496 |
|