Independent Solutions Wealth Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-14,758
Closed -$683K 217
2022
Q1
$683K Sell
14,758
-285
-2% -$13.2K 0.16% 108
2021
Q4
$1.51M Buy
15,043
+9,975
+197% +$1M 0.36% 75
2021
Q3
$604K Buy
+5,068
New +$604K 0.15% 123