Accel Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-290
| Closed | -$20.1K | – | 225 |
|
|
2023
Q1 | $20.1K | Hold |
290
| – | – | 0.01% | 707 |
|
|
2022
Q4 | $19.7K | Hold |
290
| – | – | 0.01% | 554 |
|
|
2022
Q3 | $17K | Hold |
290
| – | – | 0.01% | 602 |
|
|
2022
Q2 | $20K | Hold |
290
| – | – | 0.01% | 537 |
|
|
2022
Q1 | $19K | Sell |
290
-57
| -16% | -$3.73K | 0.01% | 571 |
|
|
2021
Q4 | $20K | Buy |
347
+57
| +20% | +$3.29K | 0.01% | 567 |
|
|
2021
Q3 | $17K | Sell |
290
-56
| -16% | -$3.28K | 0.01% | 534 |
|
|
2021
Q2 | $21K | Hold |
346
| – | – | 0.01% | 526 |
|
|
2021
Q1 | $17K | Sell |
346
-99
| -22% | -$4.86K | 0.01% | 542 |
|
|
2020
Q4 | $22K | Buy |
+445
| New | +$22K | 0.02% | 462 |
|