Sullivan, Bruyette, Speros & Blaney’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $124K | Sell |
2,490
-269
| -10% | -$13.4K | 0.01% | 381 |
|
|
2020
Q4 | $138K | Buy |
2,759
+275
| +11% | +$13.8K | 0.01% | 335 |
|
|
2020
Q3 | $136K | Buy |
2,484
+250
| +11% | +$13.7K | 0.01% | 298 |
|
|
2020
Q2 | $118K | Buy |
+2,234
| New | +$118K | 0.01% | 304 |
|
|
2020
Q1 | – | Sell |
-2,640
| Closed | -$132K | – | 301 |
|
|
2019
Q4 | $132K | Buy |
+2,640
| New | +$132K | 0.01% | 304 |
|