Baystate Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $25.8K | Buy |
383
+27
| +8% | +$1.82K | ﹤0.01% | 506 |
|
2023
Q3 | $24.1K | Sell |
356
-16
| -4% | -$1.08K | ﹤0.01% | 450 |
|
2023
Q2 | $26.7K | Hold |
372
| – | – | ﹤0.01% | 419 |
|
2023
Q1 | $25.9K | Buy |
372
+24
| +7% | +$1.67K | ﹤0.01% | 425 |
|
2022
Q4 | $24K | Hold |
348
| – | – | ﹤0.01% | 428 |
|
2022
Q3 | $19K | Buy |
348
+2
| +0.6% | +$109 | ﹤0.01% | 433 |
|
2022
Q2 | $23K | Hold |
346
| – | – | ﹤0.01% | 426 |
|
2022
Q1 | $23K | Buy |
346
+5
| +1% | +$332 | ﹤0.01% | 428 |
|
2021
Q4 | $20K | Sell |
341
-620
| -65% | -$36.4K | ﹤0.01% | 469 |
|
2021
Q3 | $58K | Buy |
+961
| New | +$58K | 0.01% | 283 |
|