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 |
|