B. Riley Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $206 | Buy |
+3,125
| New | +$206 | ﹤0.01% | 647 |
|
|
2021
Q2 | – | Sell |
-4,187
| Closed | -$208K | – | 430 |
|
|
2021
Q1 | $208K | Sell |
4,187
-1,197
| -22% | -$59.5K | 0.02% | 365 |
|
|
2020
Q4 | $269K | Sell |
5,384
-1,001
| -16% | -$50K | 0.03% | 280 |
|
|
2020
Q3 | $350K | Buy |
+6,385
| New | +$350K | 0.04% | 279 |
|
|
2014
Q4 | – | Sell |
-164
| Closed | -$5K | – | 1010 |
|
|
2014
Q3 | $5K | Hold |
164
| – | – | ﹤0.01% | 890 |
|
|
2014
Q2 | $6K | Buy |
+164
| New | +$6K | ﹤0.01% | 905 |
|