Engrave Wealth Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $261K | Hold |
3,161
| – | – | 0.07% | 65 |
|
|
2023
Q3 | $243K | Hold |
3,161
| – | – | 0.07% | 61 |
|
|
2023
Q2 | $221K | Sell |
3,161
-16
| -0.5% | -$1.12K | 0.07% | 62 |
|
|
2023
Q1 | $209K | Hold |
3,177
| – | – | 0.07% | 68 |
|
|
2022
Q4 | $228K | Buy |
+3,177
| New | +$228K | 0.08% | 62 |
|
|
2022
Q2 | – | Sell |
-3,161
| Closed | -$204K | – | 56 |
|
|
2022
Q1 | $204K | Buy |
+3,161
| New | +$204K | 0.08% | 54 |
|
|
2020
Q3 | – | Sell |
-3,161
| Closed | -$113K | – | 61 |
|
|
2020
Q2 | $113K | Hold |
3,161
| – | – | 0.1% | 69 |
|
|
2020
Q1 | $108K | Hold |
3,161
| – | – | 0.13% | 58 |
|
|
2019
Q4 | $167K | Buy |
+3,161
| New | +$167K | 0.16% | 49 |
|