SFPG
Stonebridge Financial Planning Group’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$119K | – | 134 |
|
|
2021
Q4 | $119K | Hold |
2,000
| – | – | 0.06% | 145 |
|
|
2021
Q3 | $128K | Hold |
2,000
| – | – | 0.06% | 147 |
|
|
2021
Q2 | $121K | Sell |
2,000
-600
| -23% | -$36.3K | 0.06% | 143 |
|
|
2021
Q1 | $128K | Hold |
2,600
| – | – | 0.07% | 137 |
|
|
2020
Q4 | $130K | Hold |
2,600
| – | – | 0.08% | 131 |
|
|
2020
Q3 | $138K | Hold |
2,600
| – | – | 0.1% | 111 |
|
|
2020
Q2 | $140K | Hold |
2,600
| – | – | 0.12% | 109 |
|
|
2020
Q1 | $114K | Hold |
2,600
| – | – | 0.11% | 113 |
|
|
2019
Q4 | $130K | Buy |
+2,600
| New | +$130K | 0.12% | 112 |
|