AWA
Amplius Wealth Advisors’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,198
| Closed | -$504K | – | 167 |
|
|
2022
Q3 | $504K | Sell |
9,198
-149
| -2% | -$8.16K | 0.09% | 84 |
|
|
2022
Q2 | $617K | Sell |
9,347
-444
| -5% | -$29.3K | 0.1% | 79 |
|
|
2022
Q1 | $649K | Sell |
9,791
-304
| -3% | -$20.2K | 0.1% | 85 |
|
|
2021
Q4 | $588K | Buy |
+10,095
| New | +$588K | 0.08% | 96 |
|