XWM
Xcel Wealth Management’s Moderna MRNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,193
| Closed | -$388K | – | 124 |
|
|
2023
Q2 | $388K | Sell |
3,193
-20
| -0.6% | -$2.43K | 0.12% | 99 |
|
|
2023
Q1 | $493K | Buy |
3,213
+147
| +5% | +$22.6K | 0.17% | 86 |
|
|
2022
Q4 | $551K | Buy |
3,066
+50
| +2% | +$8.98K | 0.22% | 76 |
|
|
2022
Q3 | $357K | Buy |
3,016
+640
| +27% | +$75.8K | 0.13% | 93 |
|
|
2022
Q2 | $339K | Sell |
2,376
-900
| -27% | -$128K | 0.12% | 95 |
|
|
2022
Q1 | $564K | Sell |
3,276
-2,435
| -43% | -$419K | 0.15% | 89 |
|
|
2021
Q4 | $1.45M | Buy |
5,711
+48
| +0.8% | +$12.2K | 0.37% | 66 |
|
|
2021
Q3 | $2.18M | Buy |
5,663
+902
| +19% | +$347K | 0.63% | 47 |
|
|
2021
Q2 | $1.12M | Buy |
4,761
+281
| +6% | +$66K | 0.34% | 61 |
|
|
2021
Q1 | $587K | Buy |
+4,480
| New | +$587K | 0.21% | 79 |
|