BerganKDV Wealth Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$506 Hold
33
﹤0.01% 812
2023
Q1
$372 Hold
33
﹤0.01% 998
2022
Q4
$319 Buy
33
+10
+43% +$97 ﹤0.01% 990
2022
Q3
$0 Buy
+23
New ﹤0.01% 957