Transform Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-17,842
| Closed | -$619K | – | 237 |
|
|
2017
Q4 | $619K | Sell |
17,842
-390
| -2% | -$13.5K | 0.11% | 175 |
|
|
2017
Q3 | $618K | Sell |
18,232
-19,525
| -52% | -$662K | 0.22% | 136 |
|
|
2017
Q2 | $1.29M | Buy |
37,757
+2,935
| +8% | +$100K | 1.45% | 27 |
|
|
2017
Q1 | $1.08M | Buy |
+34,822
| New | +$1.08M | 0.41% | 84 |
|