KMS Financial Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $414K | Sell |
11,594
-112
| -1% | -$4K | 0.06% | 302 |
|
|
2014
Q2 | $435K | Sell |
11,706
-5,782
| -33% | -$215K | 0.06% | 306 |
|
|
2014
Q1 | $567K | Sell |
17,488
-386
| -2% | -$12.5K | 0.09% | 234 |
|
|
2013
Q4 | $530K | Buy |
17,874
+482
| +3% | +$14.3K | 0.09% | 250 |
|
|
2013
Q3 | $452K | Buy |
17,392
+750
| +5% | +$19.5K | 0.11% | 216 |
|
|
2013
Q2 | $394K | Buy |
+16,642
| New | +$394K | 0.11% | 225 |
|