IBEX Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,736
| Closed | -$247K | – | 148 |
|
|
2022
Q2 | $247K | Buy |
3,736
+215
| +6% | +$14.2K | 0.06% | 135 |
|
|
2022
Q1 | $234K | Buy |
+3,521
| New | +$234K | 0.04% | 152 |
|
|
2017
Q1 | – | Sell |
-191
| Closed | -$5K | – | 96 |
|
|
2016
Q4 | $5K | Buy |
+191
| New | +$5K | ﹤0.01% | 366 |
|