West Oak Capital’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25
| Closed | -$6K | – | 376 |
|
|
2021
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 299 |
|
|
2021
Q1 | $3K | Sell |
25
-25
| -50% | -$3K | ﹤0.01% | 302 |
|
|
2020
Q4 | $5K | Buy |
50
+40
| +400% | +$4K | ﹤0.01% | 270 |
|
|
2020
Q3 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 280 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 319 |
|