WFG Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $127K | Buy |
3,716
+984
| +36% | +$33.6K | 0.03% | 475 |
|
|
2017
Q1 | $85K | Sell |
2,732
-574
| -17% | -$17.9K | 0.02% | 524 |
|
|
2016
Q4 | $90K | Sell |
3,306
-10,077
| -75% | -$274K | 0.02% | 550 |
|
|
2016
Q3 | $440K | Sell |
13,383
-1,622
| -11% | -$53.3K | 0.11% | 196 |
|
|
2016
Q2 | $453K | Sell |
15,005
-2,774
| -16% | -$83.7K | 0.12% | 180 |
|
|
2016
Q1 | $501K | Buy |
17,779
+1,269
| +8% | +$35.8K | 0.14% | 163 |
|
|
2015
Q4 | $561K | Sell |
16,510
-284
| -2% | -$9.65K | 0.17% | 149 |
|
|
2015
Q3 | $534K | Sell |
16,794
-204
| -1% | -$6.49K | 0.17% | 143 |
|
|
2015
Q2 | $541K | Sell |
16,998
-1,094
| -6% | -$34.8K | 0.15% | 148 |
|
|
2015
Q1 | $619K | Sell |
18,092
-7,846
| -30% | -$268K | 0.17% | 137 |
|
|
2014
Q4 | $913K | Sell |
25,938
-1,416
| -5% | -$49.8K | 0.18% | 124 |
|
|
2014
Q3 | $977K | Buy |
27,354
+874
| +3% | +$31.2K | 0.19% | 128 |
|
|
2014
Q2 | $984K | Buy |
26,480
+412
| +2% | +$15.3K | 0.18% | 134 |
|
|
2014
Q1 | $846K | Buy |
26,068
+542
| +2% | +$17.6K | 0.17% | 147 |
|
|
2013
Q4 | $758K | Buy |
25,526
+1,280
| +5% | +$38K | 0.11% | 217 |
|
|
2013
Q3 | $630K | Buy |
24,246
+2,690
| +12% | +$69.9K | 0.1% | 235 |
|
|
2013
Q2 | $510K | Buy |
+21,556
| New | +$510K | 0.08% | 256 |
|