Advocacy Wealth Management Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$38K | – | 131 |
|
|
2018
Q4 | $38K | Hold |
1,000
| – | – | 0.03% | 45 |
|
|
2018
Q3 | $40K | Hold |
1,000
| – | – | 0.02% | 45 |
|
|
2018
Q2 | $35K | Hold |
1,000
| – | – | 0.02% | 51 |
|
|
2018
Q1 | $35K | Hold |
1,000
| – | – | 0.02% | 52 |
|
|
2017
Q4 | $35K | Sell |
1,000
-800
| -44% | -$28K | 0.02% | 65 |
|
|
2017
Q3 | $61K | Hold |
1,800
| – | – | 0.02% | 55 |
|
|
2017
Q2 | $61K | Hold |
1,800
| – | – | 0.02% | 65 |
|
|
2017
Q1 | $56K | Hold |
1,800
| – | – | 0.02% | 70 |
|
|
2016
Q4 | $49K | Hold |
1,800
| – | – | 0.01% | 73 |
|
|
2016
Q3 | $59K | Sell |
1,800
-400
| -18% | -$13.1K | 0.02% | 102 |
|
|
2016
Q2 | $66K | Sell |
2,200
-1,640
| -43% | -$49.2K | 0.03% | 125 |
|
|
2016
Q1 | $108K | Sell |
3,840
-3,640
| -49% | -$102K | 0.07% | 125 |
|
|
2015
Q4 | $254K | Buy |
+7,480
| New | +$254K | 0.29% | 74 |
|
|
2013
Q3 | $270K | Buy |
10,412
+694
| +7% | +$18K | 0.74% | 30 |
|
|
2013
Q2 | $230K | Buy |
+9,718
| New | +$230K | 0.92% | 31 |
|