Endurance Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $44K | Hold |
618
| – | – | 0.01% | 351 |
|
|
2023
Q1 | $43K | Hold |
618
| – | – | 0.01% | 361 |
|
|
2022
Q4 | $42K | Hold |
618
| – | – | 0.01% | 344 |
|
|
2022
Q3 | $34K | Sell |
618
-263
| -30% | -$14.5K | 0.01% | 365 |
|
|
2022
Q2 | $58K | Hold |
881
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $58K | Hold |
881
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $51K | Hold |
881
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $53K | Buy |
881
+263
| +43% | +$15.8K | 0.01% | 345 |
|
|
2021
Q2 | $37K | Hold |
618
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $31K | Hold |
618
| – | – | ﹤0.01% | 404 |
|
|
2020
Q4 | $31K | Hold |
618
| – | – | ﹤0.01% | 371 |
|
|
2020
Q3 | $34K | Hold |
618
| – | – | 0.01% | 348 |
|
|
2020
Q2 | $33K | Hold |
618
| – | – | 0.01% | 352 |
|
|
2020
Q1 | $28K | Buy |
618
+90
| +17% | +$4.08K | 0.01% | 335 |
|
|
2019
Q4 | $26K | Hold |
528
| – | – | ﹤0.01% | 335 |
|
|
2019
Q3 | $24K | Buy |
+528
| New | +$24K | ﹤0.01% | 339 |
|