Westwood Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,900
| Closed | -$231K | – | 41 |
|
|
2023
Q2 | $231K | Hold |
1,900
| – | – | 0.16% | 39 |
|
|
2023
Q1 | $292K | Hold |
1,900
| – | – | 0.26% | 37 |
|
|
2022
Q4 | $341K | Buy |
1,900
+150
| +9% | +$26.9K | 0.41% | 34 |
|
|
2022
Q3 | $207K | Sell |
1,750
-400
| -19% | -$47.3K | 0.19% | 38 |
|
|
2022
Q2 | $307K | Hold |
2,150
| – | – | 0.35% | 33 |
|
|
2022
Q1 | $370 | Sell |
2,150
-4,250
| -66% | -$731 | 0.14% | 38 |
|
|
2021
Q4 | $1.63M | Buy |
+6,400
| New | +$1.63M | 0.69% | 21 |
|