Sutton Wealth Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $19.3K | Buy |
187
+34
| +22% | +$3.51K | 0.01% | 362 |
|
2023
Q2 | $18.6K | Buy |
153
+88
| +135% | +$10.7K | 0.01% | 360 |
|
2023
Q1 | $9.98K | Sell |
65
-11
| -14% | -$1.69K | 0.01% | 424 |
|
2022
Q4 | $13.7K | Buy |
76
+45
| +145% | +$8.08K | 0.01% | 836 |
|
2022
Q3 | $3.67K | Sell |
31
-38
| -55% | -$4.49K | ﹤0.01% | 1119 |
|
2022
Q2 | $9.86K | Buy |
69
+23
| +50% | +$3.29K | ﹤0.01% | 907 |
|
2022
Q1 | $7.92K | Buy |
46
+17
| +59% | +$2.93K | ﹤0.01% | 1005 |
|
2021
Q4 | $7.37K | Sell |
29
-31
| -52% | -$7.87K | ﹤0.01% | 1014 |
|
2021
Q3 | $23.1K | Buy |
60
+41
| +216% | +$15.8K | 0.01% | 652 |
|
2021
Q2 | $4.47K | Hold |
19
| – | – | ﹤0.01% | 1065 |
|
2021
Q1 | $2.49K | Hold |
19
| – | – | ﹤0.01% | 1114 |
|
2020
Q4 | $1.99K | Buy |
+19
| New | +$1.99K | ﹤0.01% | 1111 |
|
2020
Q3 | – | Sell |
-17
| Closed | -$1.09K | – | 1239 |
|
2020
Q2 | $1.09K | Buy |
+17
| New | +$1.09K | ﹤0.01% | 1114 |
|