AE Wealth Management’s AFC Gamma AFCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,529
| Closed | -$282K | – | 1158 |
|
|
2023
Q4 | $282K | Buy |
34,529
+7,572
| +28% | +$61.8K | ﹤0.01% | 1734 |
|
|
2023
Q3 | $217K | Buy |
26,957
+3,403
| +14% | +$27.3K | ﹤0.01% | 1756 |
|
|
2023
Q2 | $201K | Buy |
23,554
+4,824
| +26% | +$41.1K | ﹤0.01% | 1747 |
|
|
2023
Q1 | $156K | Buy |
18,730
+3,487
| +23% | +$29K | ﹤0.01% | 1756 |
|
|
2022
Q4 | $164K | Buy |
+15,243
| New | +$164K | ﹤0.01% | 1685 |
|