TrueWealth LLC’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$7K Hold
132
﹤0.01% 515
2020
Q1
$6K Buy
132
+1
+0.8% +$45 ﹤0.01% 515
2019
Q4
$7K Hold
131
﹤0.01% 511
2019
Q3
$6K Buy
131
+1
+0.8% +$46 ﹤0.01% 528
2019
Q2
$5K Sell
130
-201
-61% -$7.73K ﹤0.01% 562
2019
Q1
$13K Buy
331
+201
+155% +$7.89K 0.01% 416
2018
Q4
$5K Hold
130
﹤0.01% 538
2018
Q3
$5K Hold
130
﹤0.01% 605
2018
Q2
$5K Hold
130
﹤0.01% 602
2018
Q1
$5K Hold
130
﹤0.01% 568
2017
Q4
$5K Buy
+130
New +$5K ﹤0.01% 648