Lenox 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
Q1 | $6K | Sell |
80
-97
| -55% | -$7.28K | ﹤0.01% | 537 |
|
|
2021
Q4 | $10K | Hold |
177
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $11K | Hold |
177
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $11K | Sell |
177
-97
| -35% | -$6.03K | ﹤0.01% | 457 |
|
|
2021
Q1 | $14K | Hold |
274
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $14K | Buy |
274
+194
| +243% | +$9.91K | ﹤0.01% | 366 |
|
|
2020
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 449 |
|
|
2020
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 443 |
|
|
2019
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 494 |
|
|
2019
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 412 |
|
|
2019
Q2 | $3K | Sell |
80
-111
| -58% | -$4.16K | ﹤0.01% | 344 |
|
|
2019
Q1 | $8K | Buy |
191
+111
| +139% | +$4.65K | ﹤0.01% | 293 |
|
|
2018
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 311 |
|
|
2018
Q3 | $3K | Sell |
80
-1,161
| -94% | -$43.5K | ﹤0.01% | 329 |
|
|
2018
Q2 | $44K | Sell |
1,241
-1,111
| -47% | -$39.4K | 0.01% | 154 |
|
|
2018
Q1 | $82K | Buy |
2,352
+1,365
| +138% | +$47.6K | 0.02% | 118 |
|
|
2017
Q4 | $34K | Buy |
+987
| New | +$34K | 0.01% | 114 |
|
|
2016
Q2 | – | Sell |
-54
| Closed | -$2K | – | 206 |
|
|
2016
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 220 |
|
|
2015
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 309 |
|
|
2015
Q3 | $2K | Buy |
54
+36
| +200% | +$1.33K | ﹤0.01% | 334 |
|
|
2015
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 277 |
|