Wetzel Investment Advisors’s Moderna MRNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,190	Closed	-$213K	–	126
2024 Q3	$213K	Sell	3,190 -300	-9%	-$20K	0.11%	115
2024 Q2	$372K	Buy	3,490 +300	+9%	+$32K	0.21%	76
2024 Q1	$325K	Sell	3,190 -300	-9%	-$30.6K	0.19%	79
2023 Q4	$347K	Buy	+3,490	New	+$347K	0.21%	75