AIA
PLUS icon

Affinity Investment Advisors’s ePlus PLUS Stock Holding History

Affinity Investment Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,391
Closed -$430K – 174
2023
Q4 		$430K Sell
5,391
-3,890
-42% -$311K 0.29% 109
2023
Q3 		$590K Buy
+9,281
New +$590K 0.38% 97