Bernardo Wealth Planning’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,114
Closed -$217K 135
2019
Q4
$217K Sell
4,114
-54
-1% -$2.85K 0.13% 154
2019
Q3
$218K Hold
4,168
0.16% 139
2019
Q2
$228K Sell
4,168
-158
-4% -$8.64K 0.18% 127
2019
Q1
$216K Buy
+4,326
New +$216K 0.17% 132