Tilia Fiduciary Partners’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-109
| Closed | -$13.2K | – | 328 |
|
|
2023
Q2 | $13.2K | Sell |
109
-4
| -4% | -$486 | 0.01% | 352 |
|
|
2023
Q1 | $17.4K | Buy |
113
+109
| +2,725% | +$16.7K | 0.02% | 317 |
|
|
2022
Q4 | $718 | Hold |
4
| – | – | ﹤0.01% | 480 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 539 |
|