Concord Wealth Partners’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39
| Closed | -$598 | – | 1037 |
|
|
2023
Q2 | $598 | Hold |
39
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $440 | Hold |
39
| – | – | ﹤0.01% | 941 |
|
|
2022
Q4 | $377 | Buy |
+39
| New | +$377 | ﹤0.01% | 1172 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$5K | – | 1273 |
|
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 926 |
|