Total Clarity Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-178
| Closed | -$25K | – | 691 |
|
|
2022
Q2 | $25K | Buy |
+178
| New | +$25K | 0.01% | 518 |
|
|
2022
Q1 | – | Sell |
-238
| Closed | -$60K | – | 639 |
|
|
2021
Q4 | $60K | Sell |
238
-5
| -2% | -$1.26K | 0.03% | 375 |
|
|
2021
Q3 | $94K | Buy |
+243
| New | +$94K | 0.04% | 312 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$52K | – | 526 |
|
|
2021
Q1 | $52K | Buy |
+400
| New | +$52K | 0.03% | 332 |
|