SteelPeak Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,703
| Closed | -$211K | – | 459 |
|
|
2024
Q2 | $211K | Buy |
+2,703
| New | +$211K | 0.01% | 421 |
|
|
2022
Q2 | – | Sell |
-13,508
| Closed | -$896K | – | 397 |
|
|
2022
Q1 | $896K | Sell |
13,508
-6,904
| -34% | -$458K | 0.05% | 191 |
|
|
2021
Q4 | $1.19M | Buy |
20,412
+6,176
| +43% | +$360K | 0.07% | 156 |
|
|
2021
Q3 | $855K | Buy |
14,236
+4,494
| +46% | +$270K | 0.06% | 173 |
|
|
2021
Q2 | $584K | Buy |
9,742
+2,382
| +32% | +$143K | 0.04% | 241 |
|
|
2021
Q1 | $366K | Buy |
+7,360
| New | +$366K | 0.03% | 262 |
|