Berman Capital Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $134K | Buy |
2,247
+400
| +22% | +$23.9K | 0.02% | 363 |
|
|
2021
Q2 | $110K | Sell |
1,847
-9
| -0.5% | -$536 | 0.02% | 357 |
|
|
2021
Q1 | $92K | Buy |
1,856
+148
| +9% | +$7.34K | 0.02% | 329 |
|
|
2020
Q4 | $85K | Sell |
1,708
-179
| -9% | -$8.91K | 0.02% | 281 |
|
|
2020
Q3 | $102K | Buy |
1,887
+201
| +12% | +$10.9K | 0.03% | 226 |
|
|
2020
Q2 | $88K | Buy |
1,686
+822
| +95% | +$42.9K | 0.02% | 236 |
|
|
2020
Q1 | $38K | Buy |
864
+178
| +26% | +$7.83K | 0.01% | 342 |
|
|
2019
Q4 | $34K | Hold |
686
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $30K | Buy |
686
+2
| +0.3% | +$87 | 0.01% | 401 |
|
|
2019
Q2 | $28K | Buy |
684
+127
| +23% | +$5.2K | 0.01% | 421 |
|
|
2019
Q1 | $22K | Sell |
557
-484
| -46% | -$19.1K | 0.01% | 427 |
|
|
2018
Q4 | $38K | Buy |
+1,041
| New | +$38K | 0.01% | 283 |
|