WEC
Winslow Evans & Crocker’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.11M | Sell |
10,667
-3,260
| -23% | -$340K | 0.21% | 113 |
|
|
2020
Q3 | $985K | Sell |
13,927
-2,125
| -13% | -$150K | 0.24% | 96 |
|
|
2020
Q2 | $1.03M | Sell |
16,052
-934
| -5% | -$60K | 0.28% | 81 |
|
|
2020
Q1 | $510K | Buy |
16,986
+3,500
| +26% | +$105K | 0.17% | 127 |
|
|
2019
Q4 | $266K | Buy |
13,486
+850
| +7% | +$16.8K | 0.07% | 248 |
|
|
2019
Q3 | $202K | Buy |
12,636
+386
| +3% | +$6.17K | 0.06% | 281 |
|
|
2019
Q2 | $182K | Hold |
12,250
| – | – | 0.05% | 298 |
|
|
2019
Q1 | $252K | Buy |
+12,250
| New | +$252K | 0.07% | 265 |
|