TIAM2
Tru Independence Asset Management 2’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $749K | Buy |
13,651
+9,732
| +248% | +$534K | 0.8% | 21 |
|
|
2022
Q2 | $259K | Sell |
3,919
-666
| -15% | -$44K | 0.21% | 53 |
|
|
2022
Q1 | $304K | Buy |
4,585
+53
| +1% | +$3.51K | 0.17% | 67 |
|
|
2021
Q4 | $264K | Sell |
4,532
-866
| -16% | -$50.4K | 0.14% | 110 |
|
|
2021
Q3 | $324K | Sell |
5,398
-984
| -15% | -$59.1K | 0.23% | 76 |
|
|
2021
Q2 | $382K | Hold |
6,382
| – | – | 0.26% | 79 |
|
|
2021
Q1 | $317K | Sell |
6,382
-727
| -10% | -$36.1K | 0.25% | 80 |
|
|
2020
Q4 | $355K | Buy |
+7,109
| New | +$355K | 0.3% | 72 |
|