Dakota Wealth Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,119
Closed -$716K 448
2021
Q4
$716K Buy
7,119
+3,427
+93% +$345K 0.08% 207
2021
Q3
$440K Buy
+3,692
New +$440K 0.05% 248