Winfield Associates’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,085
| Closed | -$276K | – | 158 |
|
|
2021
Q4 | $276K | Sell |
1,085
-3,725
| -77% | -$948K | 0.09% | 134 |
|
|
2021
Q3 | $1.85M | Buy |
4,810
+885
| +23% | +$341K | 0.68% | 43 |
|
|
2021
Q2 | $922K | Hold |
3,925
| – | – | 0.34% | 66 |
|
|
2021
Q1 | $514K | Buy |
3,925
+100
| +3% | +$13.1K | 0.21% | 91 |
|
|
2020
Q4 | $400K | Hold |
3,825
| – | – | 0.17% | 95 |
|
|
2020
Q3 | $271K | Buy |
+3,825
| New | +$271K | 0.13% | 102 |
|