SA
Syntax Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $223K | Buy |
2,155
+287
| +15% | +$29.6K | 0.2% | 151 |
|
|
2023
Q2 | $227K | Buy |
1,868
+135
| +8% | +$16.4K | 0.18% | 168 |
|
|
2023
Q1 | $266K | Buy |
1,733
+382
| +28% | +$58.7K | 0.2% | 112 |
|
|
2022
Q4 | $243K | Sell |
1,351
-460
| -25% | -$82.6K | 0.2% | 139 |
|
|
2022
Q3 | $214K | Sell |
1,811
-78
| -4% | -$9.22K | 0.18% | 168 |
|
|
2022
Q2 | $270K | Buy |
1,889
+227
| +14% | +$32.4K | 0.23% | 94 |
|
|
2022
Q1 | $286K | Buy |
1,662
+648
| +64% | +$112K | 0.24% | 94 |
|
|
2021
Q4 | $258K | Buy |
+1,014
| New | +$258K | 0.19% | 164 |
|