PFG Private Wealth Management’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-18
Closed -$1.22K 239
2023
Q3
$1.22K Hold
18
﹤0.01% 249
2023
Q2
$1.29K Sell
18
-3,287
-99% -$235K ﹤0.01% 259
2023
Q1
$229K Buy
3,305
+68
+2% +$4.72K 0.15% 42
2022
Q4
$219K Buy
3,237
+61
+2% +$4.13K 0.14% 51
2022
Q3
$174K Buy
+3,176
New +$174K 0.11% 57