Integrated Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-90
| Closed | -$3K | – | 293 |
|
|
2016
Q3 | $3K | Sell |
90
-1,000
| -92% | -$33.3K | ﹤0.01% | 980 |
|
|
2016
Q2 | $33K | Hold |
1,090
| – | – | 0.01% | 484 |
|
|
2016
Q1 | $31K | Sell |
1,090
-287
| -21% | -$8.16K | 0.01% | 456 |
|
|
2015
Q4 | $47K | Buy |
1,377
+1,287
| +1,430% | +$43.9K | 0.02% | 401 |
|
|
2015
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 1016 |
|
|
2015
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 1035 |
|
|
2015
Q1 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 1006 |
|