YorkBridge Wealth Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,415
| Closed | -$141K | – | 206 |
|
|
2019
Q2 | $141K | Buy |
3,415
+71
| +2% | +$2.93K | 0.06% | 235 |
|
|
2019
Q1 | $135K | Sell |
3,344
-380
| -10% | -$15.3K | 0.06% | 231 |
|
|
2018
Q4 | $141K | Hold |
3,724
| – | – | 0.07% | 193 |
|
|
2018
Q3 | $147K | Hold |
3,724
| – | – | 0.07% | 216 |
|
|
2018
Q2 | $131K | Hold |
3,724
| – | – | 0.06% | 242 |
|
|
2018
Q1 | $135K | Hold |
3,724
| – | – | 0.06% | 233 |
|
|
2017
Q4 | $126K | Sell |
3,724
-43
| -1% | -$1.46K | 0.06% | 239 |
|
|
2017
Q3 | $128K | Sell |
3,767
-44
| -1% | -$1.5K | 0.07% | 227 |
|
|
2017
Q2 | $129K | Hold |
3,811
| – | – | 0.07% | 220 |
|
|
2017
Q1 | $117K | Sell |
3,811
-42
| -1% | -$1.29K | 0.06% | 231 |
|
|
2016
Q4 | $104K | Buy |
+3,853
| New | +$104K | 0.06% | 235 |
|