Genovese Burford & Brothers Wealth & Retirement Plan Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $800K | Buy |
+16,000
| New | +$800K | 0.2% | 44 |
|
2017
Q1 | – | Sell |
-356
| Closed | -$10K | – | 435 |
|
2016
Q4 | $10K | Hold |
356
| – | – | ﹤0.01% | 316 |
|
2016
Q3 | $11K | Sell |
356
-40
| -10% | -$1.24K | ﹤0.01% | 282 |
|
2016
Q2 | $11K | Buy |
396
+356
| +890% | +$9.89K | ﹤0.01% | 265 |
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 365 |
|
2015
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 359 |
|