Regal Investment Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,233
| Closed | -$214K | – | 501 |
|
|
2022
Q1 | $214K | Sell |
3,233
-805
| -20% | -$53.3K | 0.02% | 491 |
|
|
2021
Q4 | $235K | Buy |
4,038
+185
| +5% | +$10.8K | 0.02% | 488 |
|
|
2021
Q3 | $231K | Sell |
3,853
-110
| -3% | -$6.6K | 0.02% | 476 |
|
|
2021
Q2 | $237K | Buy |
+3,963
| New | +$237K | 0.02% | 471 |
|
|
2021
Q1 | – | Sell |
-4,182
| Closed | -$209K | – | 49 |
|
|
2020
Q4 | $209K | Buy |
+4,182
| New | +$209K | 0.02% | 441 |
|
|
2015
Q4 | – | Sell |
-1,009
| Closed | -$32K | – | 311 |
|
|
2015
Q3 | $32K | Buy |
1,009
+33
| +3% | +$1.05K | 0.01% | 482 |
|
|
2015
Q2 | $31K | Buy |
976
+200
| +26% | +$6.35K | 0.01% | 493 |
|
|
2015
Q1 | $27K | Buy |
776
+604
| +351% | +$21K | 0.01% | 516 |
|
|
2014
Q4 | $6K | Sell |
172
-2,000
| -92% | -$69.8K | ﹤0.01% | 712 |
|
|
2014
Q3 | $78K | Buy |
2,172
+2,002
| +1,178% | +$71.9K | 0.02% | 341 |
|
|
2014
Q2 | $6K | Sell |
170
-126
| -43% | -$4.45K | ﹤0.01% | 739 |
|
|
2014
Q1 | $10K | Buy |
296
+2
| +0.7% | +$68 | ﹤0.01% | 636 |
|
|
2013
Q4 | $9K | Sell |
294
-2
| -0.7% | -$61 | 0.01% | 604 |
|
|
2013
Q3 | $8K | Sell |
296
-692
| -70% | -$18.7K | ﹤0.01% | 631 |
|
|
2013
Q2 | $23K | Buy |
+988
| New | +$23K | 0.01% | 430 |
|