True Wealth Design’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82K | Buy |
66
+20
| +43% | +$552 | ﹤0.01% | 1219 |
|
|
2025
Q1 | $1.31K | Buy |
46
+41
| +820% | +$1.16K | ﹤0.01% | 1166 |
|
|
2024
Q4 | $208 | Sell |
5
-5
| -50% | -$208 | ﹤0.01% | 1220 |
|
|
2024
Q3 | $669 | Buy |
10
+1
| +11% | +$67 | ﹤0.01% | 1046 |
|
|
2024
Q2 | $1.07K | Buy |
9
+1
| +13% | +$119 | ﹤0.01% | 498 |
|
|
2024
Q1 | $853 | Buy |
8
+3
| +60% | +$320 | ﹤0.01% | 501 |
|
|
2023
Q4 | $498 | Hold |
5
| – | – | ﹤0.01% | 473 |
|
|
2023
Q3 | $517 | Hold |
5
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $608 | Sell |
5
-20
| -80% | -$2.43K | ﹤0.01% | 395 |
|
|
2023
Q1 | $3.84K | Buy |
25
+1
| +4% | +$154 | ﹤0.01% | 288 |
|
|
2022
Q4 | $4.31K | Buy |
+24
| New | +$4.31K | ﹤0.01% | 258 |
|