XCEL WEALTH MANAGEMENT, LLC – Moderna, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$357,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-17.22%
quarter
Moderna, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +26.94% | 640 shares | 18K | $118.25 | 3.01K |
| Q2 2022 | share | Decrease | -27.47% | -900 shares | -225K | $142.85 | 2.37K |
| Q1 2022 | share | Decrease | -42.64% | -2.43K shares | -886K | $172.26 | 3.27K |
| Q4 2021 | share | Increase | +0.85% | 48 shares | -729K | $251.6 | 5.71K |
| Q3 2021 | share | Increase | +18.95% | 902 shares | 1.06M | $384.86 | 5.66K |
| Q2 2021 | share | Increase | +6.27% | 281 shares | 532K | $234.98 | 4.76K |
| Q1 2021 | share | Increase | 0.00% | 4.48K shares | 587K | $130.95 | 4.48K |