IronBridge Private Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-703
| Closed | -$41K | – | 56 |
|
2021
Q4 | $41K | Hold |
703
| – | – | 0.02% | 77 |
|
2021
Q3 | $42K | Buy |
703
+1
| +0.1% | +$60 | 0.02% | 59 |
|
2021
Q2 | $42K | Hold |
702
| – | – | 0.02% | 61 |
|
2021
Q1 | $35K | Buy |
702
+2
| +0.3% | +$100 | 0.02% | 68 |
|
2020
Q4 | $35K | Buy |
+700
| New | +$35K | 0.03% | 63 |
|