Institute for Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,444
| Closed | -$792K | – | 422 |
|
|
2019
Q2 | $792K | Sell |
14,444
-1,530
| -10% | -$83.9K | 0.18% | 174 |
|
|
2019
Q1 | $799K | Sell |
15,974
-687
| -4% | -$34.4K | 0.17% | 159 |
|
|
2018
Q4 | $759K | Sell |
16,661
-11,053
| -40% | -$504K | 0.31% | 100 |
|
|
2018
Q3 | $1.3M | Sell |
27,714
-2,145
| -7% | -$101K | 0.44% | 77 |
|
|
2018
Q2 | $1.29M | Sell |
29,859
-392
| -1% | -$16.9K | 0.41% | 81 |
|
|
2018
Q1 | $1.38M | Sell |
30,251
-4,113
| -12% | -$187K | 0.41% | 77 |
|
|
2017
Q4 | $1.51M | Sell |
34,364
-36,718
| -52% | -$1.61M | 0.35% | 86 |
|
|
2017
Q3 | $2.89M | Buy |
71,082
+31,786
| +81% | +$1.29M | 0.94% | 17 |
|
|
2017
Q2 | $1.53M | Buy |
+39,296
| New | +$1.53M | 0.42% | 57 |
|