Western 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 |
-1,774
| Closed | -$211K | – | 755 |
|
|
2024
Q2 | $211K | Buy |
+1,774
| New | +$211K | 0.02% | 619 |
|
|
2023
Q1 | – | Sell |
-1,162
| Closed | -$209K | – | 658 |
|
|
2022
Q4 | $209K | Sell |
1,162
-1,179
| -50% | -$212K | 0.02% | 564 |
|
|
2022
Q3 | $276K | Buy |
2,341
+137
| +6% | +$16.2K | 0.02% | 657 |
|
|
2022
Q2 | $314K | Sell |
2,204
-372
| -14% | -$53K | 0.02% | 596 |
|
|
2022
Q1 | $444K | Buy |
2,576
+1,380
| +115% | +$238K | 0.02% | 562 |
|
|
2021
Q4 | $306K | Buy |
+1,196
| New | +$306K | 0.03% | 465 |
|
|
2021
Q2 | $376K | Buy |
1,591
+49
| +3% | +$11.6K | 0.04% | 426 |
|
|
2021
Q1 | $202K | Sell |
1,542
-4,546
| -75% | -$596K | 0.03% | 499 |
|
|
2020
Q4 | $636K | Buy |
+6,088
| New | +$636K | 0.09% | 216 |
|