Berman Capital Advisors’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $108K | Buy |
2,084
+933
| +81% | +$48.4K | 0.02% | 413 |
|
|
2021
Q2 | $61K | Buy |
1,151
+632
| +122% | +$33.5K | 0.01% | 508 |
|
|
2021
Q1 | $26K | Hold |
519
| – | – | 0.01% | 697 |
|
|
2020
Q4 | $23K | Sell |
519
-376
| -42% | -$16.7K | 0.01% | 624 |
|
|
2020
Q3 | $32K | Buy |
895
+210
| +31% | +$7.51K | 0.01% | 460 |
|
|
2020
Q2 | $24K | Sell |
685
-91
| -12% | -$3.19K | 0.01% | 487 |
|
|
2020
Q1 | $26K | Buy |
776
+121
| +18% | +$4.05K | 0.01% | 429 |
|
|
2019
Q4 | $34K | Sell |
655
-14
| -2% | -$727 | 0.01% | 399 |
|
|
2019
Q3 | $35K | Hold |
669
| – | – | 0.01% | 366 |
|
|
2019
Q2 | $36K | Buy |
669
+146
| +28% | +$7.86K | 0.01% | 367 |
|
|
2019
Q1 | $26K | Buy |
523
+129
| +33% | +$6.41K | 0.01% | 393 |
|
|
2018
Q4 | $17K | Buy |
+394
| New | +$17K | 0.01% | 408 |
|