TWA
TCI Wealth Advisors’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-468
| Closed | -$71.9K | – | 1436 |
|
|
2023
Q1 | $71.9K | Buy |
468
+65
| +16% | +$9.98K | 0.01% | 346 |
|
|
2022
Q4 | $72.4K | Buy |
403
+172
| +74% | +$30.9K | 0.01% | 321 |
|
|
2022
Q3 | $27K | Buy |
231
+10
| +5% | +$1.17K | ﹤0.01% | 545 |
|
|
2022
Q2 | $32K | Sell |
221
-134
| -38% | -$19.4K | ﹤0.01% | 490 |
|
|
2022
Q1 | $61K | Sell |
355
-256
| -42% | -$44K | 0.01% | 359 |
|
|
2021
Q4 | $155K | Buy |
611
+203
| +50% | +$51.5K | 0.02% | 201 |
|
|
2021
Q3 | $157K | Buy |
408
+90
| +28% | +$34.6K | 0.02% | 203 |
|
|
2021
Q2 | $75K | Buy |
318
+29
| +10% | +$6.84K | 0.01% | 307 |
|
|
2021
Q1 | $38K | Buy |
289
+13
| +5% | +$1.71K | 0.02% | 402 |
|
|
2020
Q4 | $29K | Hold |
276
| – | – | 0.01% | 405 |
|
|
2020
Q3 | $20K | Hold |
276
| – | – | 0.01% | 434 |
|
|
2020
Q2 | $18K | Buy |
276
+22
| +9% | +$1.44K | 0.01% | 456 |
|
|
2020
Q1 | $8K | Buy |
254
+158
| +165% | +$4.98K | ﹤0.01% | 608 |
|
|
2019
Q4 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 1164 |
|