TFO Wealth Partners’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 |
-1
| Closed | -$107 | – | 498 |
|
|
2024
Q1 | $107 | Hold |
1
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $99 | Sell |
1
-3
| -75% | -$297 | ﹤0.01% | 791 |
|
|
2023
Q3 | $486 | Buy |
4
+3
| +300% | +$365 | ﹤0.01% | 465 |
|
|
2023
Q2 | $122 | Hold |
1
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $154 | Sell |
1
-22
| -96% | -$3.39K | ﹤0.01% | 549 |
|
|
2022
Q4 | $1.67K | Buy |
+23
| New | +$1.67K | ﹤0.01% | 282 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 354 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 439 |
|