Glassman Wealth Services’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 |
-246
| Closed | -$12.1K | – | 248 |
|
|
2023
Q4 | $12.1K | Sell |
246
-113
| -31% | -$5.55K | ﹤0.01% | 828 |
|
|
2023
Q3 | $7.64K | Buy |
359
+201
| +127% | +$4.28K | ﹤0.01% | 929 |
|
|
2023
Q2 | $2.42K | Buy |
158
+44
| +39% | +$674 | ﹤0.01% | 1190 |
|
|
2023
Q1 | $1.29K | Sell |
114
-119
| -51% | -$1.34K | ﹤0.01% | 1354 |
|
|
2022
Q4 | $2.25K | Buy |
233
+219
| +1,564% | +$2.12K | ﹤0.01% | 1232 |
|
|
2022
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1625 |
|
|
2021
Q3 | – | Sell |
-49
| Closed | -$3K | – | 1565 |
|
|
2021
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q1 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 969 |
|