AWA
ARS Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $543K | Buy |
10,112
+3
| +0% | +$161 | 0.1% | 79 |
|
|
2021
Q1 | $517K | Sell |
10,109
-1,636
| -14% | -$83.7K | 0.11% | 69 |
|
|
2020
Q4 | $522K | Buy |
11,745
+4
| +0% | +$178 | 0.11% | 71 |
|
|
2020
Q3 | $427K | Buy |
11,741
+5
| +0% | +$182 | 0.12% | 67 |
|
|
2020
Q2 | $423K | Buy |
11,736
+4
| +0% | +$144 | 0.13% | 63 |
|
|
2020
Q1 | $402K | Buy |
11,732
+4
| +0% | +$137 | 0.17% | 59 |
|
|
2019
Q4 | $620K | Buy |
11,728
+3
| +0% | +$159 | 0.18% | 55 |
|
|
2019
Q3 | $613K | Buy |
11,725
+3
| +0% | +$157 | 0.19% | 52 |
|
|
2019
Q2 | $642K | Buy |
11,722
+3
| +0% | +$164 | 0.2% | 52 |
|
|
2019
Q1 | $586K | Buy |
11,719
+1,643
| +16% | +$82.2K | 0.19% | 61 |
|
|
2018
Q4 | $459K | Sell |
10,076
-497
| -5% | -$22.6K | 0.17% | 69 |
|
|
2018
Q3 | $498K | Buy |
10,573
+4
| +0% | +$188 | 0.17% | 70 |
|
|
2018
Q2 | $455K | Buy |
10,569
+3
| +0% | +$129 | 0.16% | 67 |
|
|
2018
Q1 | $462K | Buy |
10,566
+5,285
| +100% | +$231K | 0.17% | 72 |
|
|
2017
Q4 | $464K | Sell |
5,281
-252
| -5% | -$22.1K | 0.17% | 74 |
|
|
2017
Q3 | $450K | Buy |
5,533
+1
| +0% | +$81 | 0.17% | 73 |
|
|
2017
Q2 | $430K | Buy |
5,532
+2
| +0% | +$155 | 0.17% | 71 |
|
|
2017
Q1 | $401K | Buy |
5,530
+1
| +0% | +$73 | 0.17% | 73 |
|
|
2016
Q4 | $385K | Buy |
5,529
+244
| +5% | +$17K | 0.17% | 62 |
|
|
2016
Q3 | $380K | Buy |
5,285
+285
| +6% | +$20.5K | 0.16% | 62 |
|
|
2016
Q2 | $361K | Hold |
5,000
| – | – | 0.15% | 57 |
|
|
2016
Q1 | $316K | Hold |
5,000
| – | – | 0.15% | 54 |
|
|
2015
Q4 | $300K | Hold |
5,000
| – | – | 0.15% | 57 |
|
|
2015
Q3 | $291K | Buy |
5,000
+202
| +4% | +$11.8K | 0.15% | 55 |
|
|
2015
Q2 | $298K | Buy |
4,798
+100
| +2% | +$6.21K | 0.13% | 52 |
|
|
2015
Q1 | $301K | Buy |
+4,698
| New | +$301K | 0.13% | 54 |
|