SWS
SYSTM Wealth Solutions’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.01K | Sell |
13
-10,082
| -100% | -$786K | 0.03% | 78 |
|
|
2024
Q2 | $787K | Sell |
10,095
-5,157
| -34% | -$402K | 0.18% | 123 |
|
|
2024
Q1 | $1.03M | Sell |
15,252
-1,828
| -11% | -$124K | 0.13% | 191 |
|
|
2023
Q4 | $1.15M | Buy |
17,080
+2,641
| +18% | +$178K | 0.16% | 173 |
|
|
2023
Q3 | $978K | Buy |
14,439
+1,196
| +9% | +$81K | 0.15% | 183 |
|
|
2023
Q2 | $948K | Buy |
13,243
+1,253
| +10% | +$89.7K | 0.13% | 212 |
|
|
2023
Q1 | $832K | Sell |
11,990
-34
| -0.3% | -$2.36K | 0.13% | 199 |
|
|
2022
Q4 | $815K | Buy |
+12,024
| New | +$815K | 0.1% | 249 |
|