Destination Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$50K | – | 169 |
|
|
2019
Q2 | $50K | Hold |
1,200
| – | – | ﹤0.01% | 274 |
|
|
2019
Q1 | $49K | Sell |
1,200
-262
| -18% | -$10.7K | ﹤0.01% | 264 |
|
|
2018
Q4 | $56K | Buy |
1,462
+262
| +22% | +$10K | ﹤0.01% | 241 |
|
|
2018
Q3 | $47K | Buy |
1,200
+800
| +200% | +$31.3K | ﹤0.01% | 295 |
|
|
2018
Q2 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 365 |
|