YorkBridge Wealth Partners’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$82K | – | 207 |
|
|
2019
Q2 | $82K | Hold |
75
| – | – | 0.04% | 314 |
|
|
2019
Q1 | $77K | Sell |
75
-450
| -86% | -$462K | 0.04% | 310 |
|
|
2018
Q4 | $440K | Hold |
525
| – | – | 0.23% | 99 |
|
|
2018
Q3 | $404K | Hold |
525
| – | – | 0.18% | 115 |
|
|
2018
Q2 | $352K | Hold |
525
| – | – | 0.15% | 132 |
|
|
2018
Q1 | $324K | Hold |
525
| – | – | 0.15% | 134 |
|
|
2017
Q4 | $384K | Hold |
525
| – | – | 0.19% | 116 |
|
|
2017
Q3 | $312K | Hold |
525
| – | – | 0.16% | 124 |
|
|
2017
Q2 | $300K | Hold |
525
| – | – | 0.16% | 128 |
|
|
2017
Q1 | $362K | Hold |
525
| – | – | 0.19% | 109 |
|
|
2016
Q4 | $419K | Buy |
+525
| New | +$419K | 0.25% | 93 |
|