CIA
Compass Ion Advisors’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,729
| Closed | -$213K | – | 260 |
|
|
2024
Q3 | $213K | Sell |
2,729
-634
| -19% | -$49.4K | 0.03% | 248 |
|
|
2024
Q2 | $228K | Hold |
3,363
| – | – | 0.03% | 213 |
|
|
2024
Q1 | $228K | Sell |
3,363
-237
| -7% | -$16.1K | 0.03% | 213 |
|
|
2023
Q4 | $242K | Sell |
3,600
-860
| -19% | -$57.9K | 0.04% | 206 |
|
|
2023
Q3 | $302K | Buy |
+4,460
| New | +$302K | 0.05% | 182 |
|