WR Wealth Planners’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $374 | Buy |
9
+2
| +29% | +$83 | ﹤0.01% | 1020 |
|
|
2024
Q3 | $468 | Sell |
7
-9
| -56% | -$602 | ﹤0.01% | 1037 |
|
|
2024
Q2 | $1.9K | Buy |
16
+2
| +14% | +$238 | ﹤0.01% | 900 |
|
|
2024
Q1 | $1.49K | Buy |
+14
| New | +$1.49K | ﹤0.01% | 917 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$2.89K | – | 604 |
|
|
2023
Q3 | $2.89K | Hold |
28
| – | – | ﹤0.01% | 736 |
|
|
2023
Q2 | $3.4K | Hold |
28
| – | – | ﹤0.01% | 723 |
|
|
2023
Q1 | $4.3K | Buy |
28
+10
| +56% | +$1.54K | ﹤0.01% | 701 |
|
|
2022
Q4 | $3.23K | Hold |
18
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $2.13K | Hold |
18
| – | – | ﹤0.01% | 384 |
|
|
2022
Q2 | $2.57K | Hold |
18
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $3.1K | Buy |
+18
| New | +$3.1K | ﹤0.01% | 398 |
|