AllSquare Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-138
| Closed | -$5K | – | 452 |
|
|
2020
Q3 | $5K | Hold |
138
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $5K | Hold |
138
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $5K | Hold |
138
| – | – | ﹤0.01% | 358 |
|
|
2019
Q4 | $7K | Sell |
138
-296
| -68% | -$15K | ﹤0.01% | 350 |
|
|
2019
Q3 | $23K | Hold |
434
| – | – | 0.02% | 245 |
|
|
2019
Q2 | $24K | Hold |
434
| – | – | 0.02% | 248 |
|
|
2019
Q1 | $22K | Hold |
434
| – | – | 0.02% | 250 |
|
|
2018
Q4 | $20K | Hold |
434
| – | – | 0.02% | 247 |
|
|
2018
Q3 | $20K | Hold |
434
| – | – | 0.01% | 272 |
|
|
2018
Q2 | $19K | Buy |
+434
| New | +$19K | 0.01% | 276 |
|
|
2016
Q2 | – | Sell |
-1,510
| Closed | -$48K | – | 299 |
|
|
2016
Q1 | $48K | Hold |
1,510
| – | – | 0.05% | 119 |
|
|
2015
Q4 | $45K | Sell |
1,510
-384
| -20% | -$11.4K | 0.05% | 121 |
|
|
2015
Q3 | $55K | Hold |
1,894
| – | – | 0.06% | 108 |
|
|
2015
Q2 | $59K | Hold |
1,894
| – | – | 0.06% | 111 |
|
|
2015
Q1 | $61K | Hold |
1,894
| – | – | 0.06% | 114 |
|
|
2014
Q4 | $58K | Buy |
+1,894
| New | +$58K | 0.06% | 111 |
|