Liberty Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-262
| Closed | -$16K | – | 244 |
|
|
2021
Q3 | $16K | Buy |
262
+70
| +36% | +$4.28K | 0.01% | 701 |
|
|
2021
Q2 | $11K | Buy |
192
+40
| +26% | +$2.29K | ﹤0.01% | 624 |
|
|
2021
Q1 | $7K | Hold |
152
| – | – | ﹤0.01% | 649 |
|
|
2020
Q4 | $7K | Sell |
152
-11
| -7% | -$507 | ﹤0.01% | 642 |
|
|
2020
Q3 | $9K | Sell |
163
-17
| -9% | -$939 | 0.01% | 530 |
|
|
2020
Q2 | $9K | Sell |
180
-50
| -22% | -$2.5K | 0.01% | 504 |
|
|
2020
Q1 | $10K | Buy |
230
+31
| +16% | +$1.35K | 0.01% | 456 |
|
|
2019
Q4 | $10K | Sell |
199
-4
| -2% | -$201 | 0.01% | 530 |
|
|
2019
Q3 | $9K | Buy |
203
+126
| +164% | +$5.59K | 0.01% | 530 |
|
|
2019
Q2 | $3K | Sell |
77
-13
| -14% | -$506 | ﹤0.01% | 714 |
|
|
2019
Q1 | $3K | Sell |
90
-385
| -81% | -$12.8K | ﹤0.01% | 581 |
|
|
2018
Q4 | $18K | Buy |
+475
| New | +$18K | 0.01% | 339 |
|