Asset Planning Services (Pennsylvania)’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-300
| Closed | -$11K | – | 263 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | 0.01% | 195 |
|
|
2018
Q1 | $10K | Hold |
300
| – | – | 0.01% | 202 |
|
|
2017
Q4 | $10K | Hold |
300
| – | – | 0.01% | 209 |
|
|
2017
Q3 | $10K | Hold |
300
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $10K | Hold |
300
| – | – | 0.01% | 221 |
|
|
2017
Q1 | $9K | Sell |
300
-4,800
| -94% | -$144K | 0.01% | 225 |
|
|
2016
Q4 | $139K | Buy |
5,100
+4,400
| +629% | +$120K | 0.11% | 76 |
|
|
2016
Q3 | $23K | Sell |
700
-400
| -36% | -$13.1K | 0.02% | 155 |
|
|
2016
Q2 | $33K | Buy |
1,100
+800
| +267% | +$24K | 0.03% | 156 |
|
|
2016
Q1 | $8K | Hold |
300
| – | – | 0.01% | 202 |
|
|
2015
Q4 | $10K | Hold |
300
| – | – | 0.01% | 161 |
|
|
2015
Q3 | $10K | Hold |
300
| – | – | 0.01% | 157 |
|
|
2015
Q2 | $10K | Buy |
+300
| New | +$10K | 0.01% | 178 |
|