Visionary Wealth Advisors’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 |
-2,407
| Closed | -$286K | – | 546 |
|
|
2024
Q2 | $286K | Hold |
2,407
| – | – | 0.02% | 419 |
|
|
2024
Q1 | $256K | Buy |
+2,407
| New | +$256K | 0.02% | 424 |
|
|
2022
Q2 | – | Sell |
-1,328
| Closed | -$229K | – | 462 |
|
|
2022
Q1 | $229K | Buy |
1,328
+195
| +17% | +$33.6K | 0.02% | 380 |
|
|
2021
Q4 | $288K | Buy |
+1,133
| New | +$288K | 0.02% | 298 |
|