CWM
CarsonAllaria Wealth Management’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$2.04K | – | 352 |
|
|
2024
Q3 | $2.04K | Hold |
50
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $1.51K | Hold |
50
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $1.86K | Hold |
50
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $2.46K | Sell |
50
-50
| -50% | -$2.46K | ﹤0.01% | 293 |
|
|
2023
Q3 | $2.13K | Hold |
100
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $1.53K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $1.13K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2022
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 300 |
|