Red Door Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,351
| Closed | -$226K | – | 198 |
|
|
2023
Q4 | $226K | Sell |
3,351
-20
| -0.6% | -$1.35K | 0.05% | 180 |
|
|
2023
Q3 | $228K | Buy |
+3,371
| New | +$228K | 0.06% | 160 |
|
|
2021
Q3 | – | Sell |
-1,014
| Closed | -$60K | – | 190 |
|
|
2021
Q2 | $60K | Buy |
+1,014
| New | +$60K | 0.02% | 241 |
|
|
2020
Q3 | – | Sell |
-86
| Closed | -$4K | – | 128 |
|
|
2020
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 373 |
|
|
2020
Q1 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 370 |
|