Concert Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-40,258
| Closed | -$1.4M | – | 161 |
|
|
2017
Q1 | $1.4M | Sell |
40,258
-766
| -2% | -$26.7K | 0.32% | 85 |
|
|
2016
Q4 | $1.43M | Sell |
41,024
-9,660
| -19% | -$336K | 0.32% | 81 |
|
|
2016
Q3 | $1.83M | Buy |
50,684
+392
| +0.8% | +$14.1K | 0.22% | 113 |
|
|
2016
Q2 | $1.82M | Buy |
50,292
+2,646
| +6% | +$95.7K | 0.25% | 104 |
|
|
2016
Q1 | $1.5M | Sell |
47,646
-2,242
| -4% | -$70.7K | 0.2% | 123 |
|
|
2015
Q4 | $1.49M | Sell |
49,888
-286
| -0.6% | -$8.57K | 0.2% | 125 |
|
|
2015
Q3 | $1.46M | Sell |
50,174
-1,596
| -3% | -$46.3K | 0.2% | 128 |
|
|
2015
Q2 | $1.61M | Buy |
51,770
+2,156
| +4% | +$67K | 0.21% | 118 |
|
|
2015
Q1 | $76K | Buy |
49,614
+2,004
| +4% | +$3.07K | 0.02% | 431 |
|
|
2014
Q4 | $1.46M | Sell |
47,610
-108
| -0.2% | -$3.3K | 0.22% | 115 |
|
|
2014
Q3 | $1.39M | Sell |
47,718
-432
| -0.9% | -$12.6K | 0.19% | 86 |
|
|
2014
Q2 | $1.49M | Buy |
48,150
+90
| +0.2% | +$2.79K | 0.18% | 75 |
|
|
2014
Q1 | $1.51M | Buy |
48,060
+240
| +0.5% | +$7.52K | 0.19% | 77 |
|
|
2013
Q4 | $1.6M | Buy |
47,820
+416
| +0.9% | +$13.9K | 0.2% | 73 |
|
|
2013
Q3 | $1.47M | Sell |
47,404
-32
| -0.1% | -$992 | 0.21% | 71 |
|
|
2013
Q2 | $1.38M | Buy |
+47,436
| New | +$1.38M | 0.21% | 62 |
|