Koss-Olinger Consulting’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,818
| Closed | -$320K | – | 189 |
|
2022
Q1 | $320K | Sell |
4,818
-2,635
| -35% | -$175K | 0.05% | 144 |
|
2021
Q4 | $434K | Sell |
7,453
-1,496
| -17% | -$87.1K | 0.07% | 124 |
|
2021
Q3 | $537K | Sell |
8,949
-3,479
| -28% | -$209K | 0.09% | 107 |
|
2021
Q2 | $744K | Buy |
12,428
+1,063
| +9% | +$63.6K | 0.11% | 106 |
|
2021
Q1 | $565K | Buy |
+11,365
| New | +$565K | 0.1% | 114 |
|