Triad Financial Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,541
| Closed | -$237K | – | 100 |
|
|
2023
Q1 | $237K | Buy |
1,541
+1
| +0.1% | +$154 | 0.1% | 88 |
|
|
2022
Q4 | $277K | Buy |
+1,540
| New | +$277K | 0.12% | 89 |
|
|
2022
Q3 | – | Sell |
-1,521
| Closed | -$217K | – | 107 |
|
|
2022
Q2 | $217K | Buy |
1,521
+5
| +0.3% | +$713 | 0.12% | 95 |
|
|
2022
Q1 | $261K | Buy |
1,516
+16
| +1% | +$2.76K | 0.14% | 93 |
|
|
2021
Q4 | $381K | Buy |
+1,500
| New | +$381K | 0.23% | 65 |
|