Ahrens Investment Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $92K | Buy |
+1,325
| New | +$92K | 0.05% | 226 |
|
2022
Q3 | – | Sell |
-1,293
| Closed | -$85K | – | 215 |
|
2022
Q2 | $85K | Hold |
1,293
| – | – | 0.04% | 245 |
|
2022
Q1 | $86K | Hold |
1,293
| – | – | 0.03% | 295 |
|
2021
Q4 | $75K | Buy |
+1,293
| New | +$75K | 0.03% | 339 |
|
2020
Q4 | – | Sell |
-6,303
| Closed | -$345K | – | 189 |
|
2020
Q3 | $345K | Sell |
6,303
-21,773
| -78% | -$1.19M | 0.23% | 101 |
|
2020
Q2 | $1.49M | Buy |
+28,076
| New | +$1.49M | 0.9% | 31 |
|