Dakota Wealth Management’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,690
| Closed | -$827K | – | 725 |
|
2023
Q4 | $827K | Sell |
12,690
-8,525
| -40% | -$555K | 0.03% | 341 |
|
2023
Q3 | $1.06M | Sell |
21,215
-1,910
| -8% | -$95.9K | 0.05% | 278 |
|
2023
Q2 | $1.08M | Sell |
23,125
-820
| -3% | -$38.3K | 0.05% | 246 |
|
2023
Q1 | $1.07M | Sell |
23,945
-452
| -2% | -$20.2K | 0.07% | 223 |
|
2022
Q4 | $1.42M | Hold |
24,397
| – | – | 0.1% | 179 |
|
2022
Q3 | $1.05M | Buy |
+24,397
| New | +$1.05M | 0.08% | 208 |
|