SWM
Sugarloaf Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-222
| Closed | -$32K | – | 835 |
|
|
2022
Q2 | $32K | Hold |
222
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $38K | Buy |
+222
| New | +$38K | 0.01% | 316 |
|
|
2020
Q2 | – | Sell |
-1,700
| Closed | -$51K | – | 707 |
|
|
2020
Q1 | $51K | Buy |
+1,700
| New | +$51K | 0.02% | 218 |
|