V Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,040
| Closed | -$432K | – | 136 |
|
|
2023
Q2 | $432K | Hold |
6,040
| – | – | 0.07% | 221 |
|
|
2023
Q1 | $419K | Sell |
6,040
-47
| -0.8% | -$3.26K | 0.08% | 225 |
|
|
2022
Q4 | $413K | Buy |
+6,087
| New | +$413K | 0.09% | 218 |
|
|
2022
Q3 | – | Sell |
-3,309
| Closed | -$219K | – | 374 |
|
|
2022
Q2 | $219K | Hold |
3,309
| – | – | 0.04% | 370 |
|
|
2022
Q1 | $220K | Buy |
+3,309
| New | +$220K | 0.04% | 404 |
|
|
2017
Q3 | – | Sell |
-198
| Closed | -$7K | – | 235 |
|
|
2017
Q2 | $7K | Buy |
+198
| New | +$7K | ﹤0.01% | 612 |
|