Artemis Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,300
| Closed | -$85.9K | – | 107 |
|
|
2022
Q2 | $85.9K | Hold |
1,300
| – | – | 0.02% | 55 |
|
|
2022
Q1 | $86.2K | Buy |
1,300
+19
| +1% | +$1.26K | 0.01% | 27 |
|
|
2021
Q4 | $74.6K | Hold |
1,281
| – | – | 0.01% | 38 |
|
|
2021
Q3 | $76.9K | Buy |
1,281
+10
| +0.8% | +$601 | 0.01% | 40 |
|
|
2021
Q2 | $76.1K | Hold |
1,271
| – | – | 0.01% | 37 |
|
|
2021
Q1 | $63.2K | Buy |
1,271
+24
| +2% | +$1.19K | 0.01% | 42 |
|
|
2020
Q4 | $62.3K | Hold |
1,247
| – | – | 0.01% | 38 |
|
|
2020
Q3 | $68.3K | Buy |
1,247
+10
| +0.8% | +$548 | 0.02% | 35 |
|
|
2020
Q2 | $65.4K | Hold |
1,237
| – | – | 0.02% | 22 |
|
|
2020
Q1 | $55.2K | Hold |
1,237
| – | – | 0.02% | 21 |
|
|
2019
Q4 | $61.7K | Buy |
+1,237
| New | +$61.7K | 0.02% | 32 |
|