Tyler-Stone Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-430
| Closed | -$51.1K | – | 677 |
|
|
2024
Q2 | $51.1K | Hold |
430
| – | – | 0.02% | 358 |
|
|
2024
Q1 | $45.8K | Sell |
430
-85
| -17% | -$9.06K | 0.02% | 369 |
|
|
2023
Q4 | $51.2K | Buy |
515
+40
| +8% | +$3.98K | 0.03% | 349 |
|
|
2023
Q3 | $49K | Hold |
475
| – | – | 0.03% | 347 |
|
|
2023
Q2 | $58K | Buy |
+475
| New | +$58K | 0.03% | 319 |
|
|
2022
Q4 | $85K | Hold |
475
| – | – | 0.06% | 257 |
|
|
2022
Q3 | $56K | Hold |
475
| – | – | 0.04% | 283 |
|
|
2022
Q2 | $68K | Sell |
475
-100
| -17% | -$14.3K | 0.05% | 281 |
|
|
2022
Q1 | $99K | Buy |
575
+215
| +60% | +$37K | 0.05% | 251 |
|
|
2021
Q4 | $91K | Buy |
+360
| New | +$91K | 0.05% | 286 |
|