Wealth Effects’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,106
| Closed | -$218K | – | 234 |
|
|
2023
Q3 | $218K | Sell |
2,106
-285
| -12% | -$29.4K | 0.11% | 158 |
|
|
2023
Q2 | $291K | Hold |
2,391
| – | – | 0.13% | 137 |
|
|
2023
Q1 | $367K | Buy |
2,391
+20
| +0.8% | +$3.07K | 0.19% | 122 |
|
|
2022
Q4 | $426K | Hold |
2,371
| – | – | 0.24% | 98 |
|
|
2022
Q3 | $280K | Hold |
2,371
| – | – | 0.17% | 124 |
|
|
2022
Q2 | $339K | Buy |
2,371
+300
| +14% | +$42.9K | 0.2% | 109 |
|
|
2022
Q1 | $357K | Sell |
2,071
-250
| -11% | -$43.1K | 0.17% | 124 |
|
|
2021
Q4 | $589K | Buy |
+2,321
| New | +$589K | 0.24% | 85 |
|