First Trust Direct Indexing’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,441
| Closed | -$329K | – | 25 |
|
2024
Q3 | $329K | Buy |
2,441
+24
| +1% | +$3.23K | 0.02% | 693 |
|
2024
Q2 | $297K | Buy |
2,417
+297
| +14% | +$36.5K | 0.02% | 671 |
|
2024
Q1 | $289K | Buy |
2,120
+74
| +4% | +$10.1K | 0.02% | 621 |
|
2023
Q4 | $243K | Buy |
+2,046
| New | +$243K | 0.02% | 642 |
|
2022
Q2 | – | Sell |
-1,390
| Closed | -$202K | – | 645 |
|
2022
Q1 | $202K | Buy |
+1,390
| New | +$202K | 0.02% | 622 |
|