EWA
Encompass Wealth Advisors’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,345
| Closed | -$205K | – | 238 |
|
|
2022
Q2 | $205K | Buy |
11,345
+4,619
| +69% | +$83.5K | 0.07% | 189 |
|
|
2022
Q1 | $311K | Buy |
6,726
+4,657
| +225% | +$215K | 0.08% | 171 |
|
|
2021
Q4 | $208K | Buy |
2,069
+191
| +10% | +$19.2K | 0.05% | 212 |
|
|
2021
Q3 | $223K | Buy |
+1,878
| New | +$223K | 0.06% | 206 |
|