Principle Wealth Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,089
| Closed | -$284K | – | 324 |
|
|
2023
Q1 | $284K | Hold |
4,089
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $277K | Buy |
4,089
+338
| +9% | +$22.9K | 0.03% | 263 |
|
|
2022
Q3 | $206 | Hold |
3,751
| – | – | 0.02% | 286 |
|
|
2022
Q2 | $248K | Hold |
3,751
| – | – | 0.03% | 272 |
|
|
2022
Q1 | $249K | Hold |
3,751
| – | – | 0.03% | 285 |
|
|
2021
Q4 | $218K | Hold |
3,751
| – | – | 0.02% | 301 |
|
|
2021
Q3 | $225K | Buy |
+3,751
| New | +$225K | 0.03% | 294 |
|