SDAM
Shulman DeMeo Asset Management’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,958
| Closed | -$445K | – | 70 |
|
|
2021
Q1 | $445K | Buy |
8,958
+3
| +0% | +$149 | 0.12% | 81 |
|
|
2020
Q4 | $448K | Sell |
8,955
-359
| -4% | -$18K | 0.13% | 78 |
|
|
2020
Q3 | $510K | Buy |
9,314
+5
| +0.1% | +$274 | 0.17% | 58 |
|
|
2020
Q2 | $492K | Hold |
9,309
| – | – | 0.19% | 54 |
|
|
2020
Q1 | $416K | Sell |
9,309
-1,768
| -16% | -$79K | 0.19% | 52 |
|
|
2019
Q4 | $552K | Sell |
11,077
-20
| -0.2% | -$997 | 0.19% | 57 |
|
|
2019
Q3 | $495K | Buy |
11,097
+2,977
| +37% | +$133K | 0.17% | 63 |
|
|
2019
Q2 | $335K | Buy |
8,120
+1,597
| +24% | +$65.9K | 0.12% | 84 |
|
|
2019
Q1 | $264K | Buy |
+6,523
| New | +$264K | 0.1% | 98 |
|