Claro Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,988
| Closed | -$233K | – | 491 |
|
|
2024
Q3 | $233K | Buy |
+2,988
| New | +$233K | 0.03% | 446 |
|
|
2023
Q3 | – | Sell |
-2,807
| Closed | -$201K | – | 373 |
|
|
2023
Q2 | $201K | Buy |
+2,807
| New | +$201K | 0.05% | 349 |
|
|
2019
Q1 | – | Sell |
-1,307
| Closed | -$52K | – | 211 |
|
|
2018
Q4 | $52K | Buy |
+1,307
| New | +$52K | 0.04% | 327 |
|