Dynamic Advisor Solutions’s Affirm AFRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,778
Closed -$883K 720
2021
Q4
$883K Buy
8,778
+1,568
+22% +$158K 0.06% 304
2021
Q3
$859K Buy
+7,210
New +$859K 0.06% 325