Epstein & White Financial’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,169
Closed -$397K 91
2018
Q2
$397K Sell
11,169
-2,504
-18% -$89K 0.29% 56
2018
Q1
$501K Sell
13,673
-1,434
-9% -$52.5K 0.32% 54
2017
Q4
$552K Buy
+15,107
New +$552K 0.32% 50