Daymark Wealth Partners’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 |
-5,924
| Closed | -$462K | – | 496 |
|
|
2024
Q3 | $462K | Buy |
5,924
+75
| +1% | +$5.84K | 0.02% | 347 |
|
|
2024
Q2 | $456K | Buy |
5,849
+372
| +7% | +$29K | 0.02% | 334 |
|
|
2024
Q1 | $371K | Sell |
5,477
-664
| -11% | -$45K | 0.02% | 308 |
|
|
2023
Q4 | $414K | Buy |
6,141
+761
| +14% | +$51.3K | 0.03% | 276 |
|
|
2023
Q3 | $364K | Sell |
5,380
-235
| -4% | -$15.9K | 0.03% | 274 |
|
|
2023
Q2 | $402K | Buy |
+5,615
| New | +$402K | 0.03% | 258 |
|