DFPG Investments’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $3.26M | Hold |
75,010
| – | – | 0.25% | 100 |
|
2023
Q3 | $1.86M | Buy |
75,010
+5,010
| +7% | +$125K | 0.17% | 133 |
|
2023
Q2 | $1.24M | Buy |
70,000
+55,000
| +367% | +$971K | 0.11% | 186 |
|
2023
Q1 | $169K | Buy |
+15,000
| New | +$169K | 0.02% | 500 |
|
2022
Q3 | – | Sell |
-12,500
| Closed | -$298K | – | 176 |
|
2022
Q2 | $298K | Buy |
12,500
+4,000
| +47% | +$95.4K | 0.13% | 119 |
|
2022
Q1 | $299K | Buy |
+8,500
| New | +$299K | 0.12% | 117 |
|