Integrated Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,668
| Closed | -$60K | – | 255 |
|
|
2016
Q3 | $60K | Hold |
1,668
| – | – | 0.02% | 379 |
|
|
2016
Q2 | $60K | Hold |
1,668
| – | – | 0.02% | 376 |
|
|
2016
Q1 | $53K | Hold |
1,668
| – | – | 0.02% | 368 |
|
|
2015
Q4 | $50K | Sell |
1,668
-112
| -6% | -$3.36K | 0.02% | 386 |
|
|
2015
Q3 | $52K | Hold |
1,780
| – | – | 0.02% | 379 |
|
|
2015
Q2 | $55K | Sell |
1,780
-1,270
| -42% | -$39.2K | 0.02% | 380 |
|
|
2015
Q1 | $97K | Buy |
+3,050
| New | +$97K | 0.04% | 274 |
|