IHT Wealth Management’s Affinity Bancshares AFBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,208
| Closed | -$133K | – | 832 |
|
|
2020
Q4 | $133K | Sell |
12,208
-3,067
| -20% | -$33.4K | 0.01% | 707 |
|
|
2020
Q3 | $121K | Hold |
15,275
| – | – | 0.01% | 623 |
|
|
2020
Q2 | $129K | Sell |
15,275
-2,476
| -14% | -$20.9K | 0.02% | 549 |
|
|
2020
Q1 | $134K | Hold |
17,751
| – | – | 0.02% | 499 |
|
|
2019
Q4 | $224K | Sell |
17,751
-816
| -4% | -$10.3K | 0.03% | 537 |
|
|
2019
Q3 | $206K | Sell |
18,567
-1,993
| -10% | -$22.1K | 0.03% | 548 |
|
|
2019
Q2 | $225K | Sell |
20,560
-90
| -0.4% | -$985 | 0.03% | 468 |
|
|
2019
Q1 | $234K | Sell |
20,650
-182
| -0.9% | -$2.06K | 0.04% | 418 |
|
|
2018
Q4 | $268K | Sell |
20,832
-1,032
| -5% | -$13.3K | 0.05% | 355 |
|
|
2018
Q3 | $282K | Sell |
21,864
-227
| -1% | -$2.93K | 0.06% | 340 |
|
|
2018
Q2 | $271K | Hold |
22,091
| – | – | 0.07% | 327 |
|
|
2018
Q1 | $273K | Buy |
22,091
+2,476
| +13% | +$30.6K | 0.07% | 296 |
|
|
2017
Q4 | $250K | Hold |
19,615
| – | – | 0.07% | 315 |
|
|
2017
Q3 | $284K | Sell |
19,615
-793
| -4% | -$11.5K | 0.12% | 194 |
|
|
2017
Q2 | $37 | Buy |
+20,408
| New | +$37 | 0.02% | 589 |
|