GeoWealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
758,559
+502,943
| +197% | +$4.68M | 0.28% | 47 |
|
|
2025
Q1 | $2.35M | Buy |
255,616
+250,129
| +4,559% | +$2.3M | 0.09% | 123 |
|
|
2024
Q4 | $50.2K | Buy |
5,487
+54
| +1% | +$494 | ﹤0.01% | 1160 |
|
|
2024
Q3 | $50.1K | Buy |
+5,433
| New | +$50.1K | ﹤0.01% | 1070 |
|
|
2024
Q2 | – | Sell |
-346,489
| Closed | -$3.15M | – | 863 |
|
|
2024
Q1 | $3.15M | Buy |
+346,489
| New | +$3.15M | 0.12% | 125 |
|
|
2023
Q2 | – | Sell |
-464
| Closed | -$4K | – | 439 |
|
|
2023
Q1 | $4K | Sell |
464
-137,371
| -100% | -$1.18M | ﹤0.01% | 354 |
|
|
2022
Q4 | $1.21M | Sell |
137,835
-143,764
| -51% | -$1.26M | 0.13% | 102 |
|
|
2022
Q3 | $2.43M | Sell |
281,599
-7,493
| -3% | -$64.7K | 0.27% | 75 |
|
|
2022
Q2 | $2.56M | Buy |
289,092
+516
| +0.2% | +$4.58K | 0.34% | 67 |
|
|
2022
Q1 | $2.67M | Buy |
288,576
+1,195
| +0.4% | +$11K | 0.23% | 95 |
|
|
2021
Q4 | $2.75M | Buy |
287,381
+17,907
| +7% | +$171K | 0.22% | 89 |
|
|
2021
Q3 | $2.6M | Buy |
+269,474
| New | +$2.6M | 0.21% | 101 |
|