Van Hulzen Asset Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,044
| Closed | -$367K | – | 319 |
|
|
2022
Q4 | $367K | Buy |
+2,044
| New | +$367K | 0.04% | 208 |
|
|
2022
Q2 | – | Sell |
-1,244
| Closed | -$214K | – | 313 |
|
|
2022
Q1 | $214K | Sell |
1,244
-3,820
| -75% | -$657K | 0.02% | 283 |
|
|
2021
Q4 | $1.29M | Buy |
5,064
+3,695
| +270% | +$938K | 0.14% | 104 |
|
|
2021
Q3 | $527K | Buy |
+1,369
| New | +$527K | 0.08% | 148 |
|