Hall Private Wealth Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $372K | Sell |
17,500
-2,500
| -13% | -$53.2K | 0.25% | 32 |
|
|
2023
Q2 | $307K | Buy |
20,000
+10,000
| +100% | +$153K | 0.17% | 39 |
|
|
2023
Q1 | $113K | Hold |
10,000
| – | – | 0.06% | 50 |
|
|
2022
Q4 | $96.7K | Hold |
10,000
| – | – | 0.06% | 46 |
|
|
2022
Q3 | $188K | Hold |
10,000
| – | – | 0.11% | 37 |
|
|
2022
Q2 | $181K | Hold |
10,000
| – | – | 0.1% | 37 |
|
|
2022
Q1 | $463K | Buy |
10,000
+7,500
| +300% | +$347K | 0.25% | 36 |
|
|
2021
Q4 | $251K | Hold |
2,500
| – | – | 0.16% | 39 |
|
|
2021
Q3 | $298K | Buy |
+2,500
| New | +$298K | 0.19% | 42 |
|