B. Riley Wealth Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,130
| Closed | -$252K | – | 1446 |
|
|
2023
Q4 | $252K | Buy |
+5,130
| New | +$252K | 0.01% | 1133 |
|
|
2023
Q1 | – | Sell |
-11,418
| Closed | -$110K | – | 1519 |
|
|
2022
Q4 | $110K | Sell |
11,418
-484
| -4% | -$4.68K | ﹤0.01% | 1348 |
|
|
2022
Q3 | $224K | Sell |
11,902
-6,743
| -36% | -$127K | 0.01% | 1174 |
|
|
2022
Q2 | $337K | Buy |
18,645
+4,495
| +32% | +$81.2K | 0.01% | 821 |
|
|
2022
Q1 | $655K | Buy |
14,150
+8,047
| +132% | +$372K | 0.02% | 618 |
|
|
2021
Q4 | $614K | Sell |
6,103
-1,537
| -20% | -$155K | 0.02% | 717 |
|
|
2021
Q3 | $894K | Buy |
+7,640
| New | +$894K | 0.03% | 558 |
|