B. Riley Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-160
| Closed | -$4K | – | 154 |
|
|
2015
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 872 |
|
|
2015
Q1 | $5K | Sell |
160
-450
| -74% | -$14.1K | ﹤0.01% | 845 |
|
|
2014
Q4 | $18K | Sell |
610
-200
| -25% | -$5.9K | 0.01% | 602 |
|
|
2014
Q3 | $23K | Hold |
810
| – | – | 0.02% | 570 |
|
|
2014
Q2 | $25K | Hold |
810
| – | – | 0.02% | 601 |
|
|
2014
Q1 | $26K | Buy |
+810
| New | +$26K | 0.02% | 578 |
|