Focused Wealth Management’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$2.46K | – | 199 |
|
|
2023
Q4 | $2.46K | Hold |
50
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $1.06K | Hold |
50
| – | – | ﹤0.01% | 809 |
|
|
2023
Q2 | $767 | Hold |
50
| – | – | ﹤0.01% | 859 |
|
|
2023
Q1 | $564 | Hold |
50
| – | – | ﹤0.01% | 896 |
|
|
2022
Q4 | $484 | Sell |
50
-4,365
| -99% | -$42.3K | ﹤0.01% | 910 |
|
|
2022
Q3 | $83K | Hold |
4,415
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $80K | Hold |
4,415
| – | – | 0.01% | 211 |
|
|
2022
Q1 | $204K | Buy |
4,415
+1,311
| +42% | +$60.6K | 0.03% | 147 |
|
|
2021
Q4 | $312K | Buy |
3,104
+1,360
| +78% | +$137K | 0.05% | 125 |
|
|
2021
Q3 | $208K | Hold |
1,744
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $117K | Hold |
1,744
| – | – | 0.02% | 265 |
|
|
2021
Q1 | $123K | Buy |
+1,744
| New | +$123K | 0.02% | 244 |
|