GWM
Gitterman Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,208
| Closed | -$247K | – | 129 |
|
|
2024
Q3 | $247K | Buy |
+2,208
| New | +$247K | 0.1% | 85 |
|
|
2024
Q2 | – | Sell |
-5,840
| Closed | -$501K | – | 110 |
|
|
2024
Q1 | $501K | Buy |
+5,840
| New | +$501K | 0.19% | 28 |
|
|
2023
Q2 | – | Sell |
-3,183
| Closed | -$206K | – | 83 |
|
|
2023
Q1 | $206K | Buy |
+3,183
| New | +$206K | 0.1% | 73 |
|