Trifecta Capital Advisors’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25
| Closed | -$709 | – | 496 |
|
|
2025
Q1 | $709 | Buy |
+25
| New | +$709 | ﹤0.01% | 401 |
|
|
2024
Q4 | – | Sell |
-14
| Closed | -$936 | – | 418 |
|
|
2024
Q3 | $936 | Hold |
14
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $1.66K | Hold |
14
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $1.49K | Hold |
14
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $1.39K | Buy |
+14
| New | +$1.39K | ﹤0.01% | 364 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$1.58K | – | 435 |
|
|
2023
Q2 | $1.58K | Buy |
+13
| New | +$1.58K | ﹤0.01% | 332 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$1.08K | – | 439 |
|
|
2022
Q4 | $1.08K | Buy |
+6
| New | +$1.08K | ﹤0.01% | 371 |
|