Atlas Capital Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,691
| Closed | -$510K | – | 892 |
|
|
2024
Q1 | $510K | Sell |
13,691
-3,140
| -19% | -$117K | 0.08% | 216 |
|
|
2023
Q4 | $827K | Buy |
16,831
+5,162
| +44% | +$254K | 0.12% | 142 |
|
|
2023
Q3 | $248K | Buy |
11,669
+10,669
| +1,067% | +$227K | 0.04% | 310 |
|
|
2023
Q2 | $15.3K | Hold |
1,000
| – | – | ﹤0.01% | 707 |
|
|
2023
Q1 | $11.3K | Hold |
1,000
| – | – | ﹤0.01% | 731 |
|
|
2022
Q4 | $9.67K | Hold |
1,000
| – | – | ﹤0.01% | 732 |
|
|
2022
Q3 | $18.8K | Buy |
1,000
+750
| +300% | +$14.1K | ﹤0.01% | 658 |
|
|
2022
Q2 | $4.52K | Buy |
+250
| New | +$4.52K | ﹤0.01% | 860 |
|