Taylor Hoffman Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$11K | – | 130 |
|
|
2020
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 284 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$10K | – | 128 |
|
|
2019
Q4 | $10K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2019
Q3 | $9K | Hold |
200
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2019
Q1 | $8K | Sell |
200
-32
| -14% | -$1.28K | 0.01% | 296 |
|
|
2018
Q4 | $9K | Hold |
232
| – | – | 0.01% | 283 |
|
|
2018
Q3 | $9K | Hold |
232
| – | – | 0.01% | 290 |
|
|
2018
Q2 | $8K | Sell |
232
-2,213
| -91% | -$76.3K | 0.01% | 274 |
|
|
2018
Q1 | $86K | Hold |
2,445
| – | – | 0.08% | 137 |
|
|
2017
Q4 | $85K | Buy |
+2,445
| New | +$85K | 0.08% | 136 |
|