Squar Milner Financial Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-130
| Closed | -$5K | – | 248 |
|
|
2020
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 589 |
|
|
2019
Q4 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 618 |
|
|
2019
Q3 | – | Sell |
-289
| Closed | -$12K | – | 256 |
|
|
2019
Q2 | $12K | Sell |
289
-396
| -58% | -$16.4K | 0.01% | 500 |
|
|
2019
Q1 | $27K | Hold |
685
| – | – | 0.02% | 392 |
|
|
2018
Q4 | $26K | Buy |
685
+177
| +35% | +$6.72K | 0.03% | 362 |
|
|
2018
Q3 | $20K | Buy |
508
+101
| +25% | +$3.98K | 0.02% | 410 |
|
|
2018
Q2 | $14K | Buy |
+407
| New | +$14K | 0.01% | 526 |
|