Regent Peak Wealth Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,564
Closed -$128K 225
2020
Q4
$128K Buy
+2,564
New +$128K 0.04% 184
2020
Q1
Sell
-5,700
Closed -$284K 113
2019
Q4
$284K Buy
+5,700
New +$284K 0.13% 99