Kurt F. Somerville’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,100
| Closed | -$224K | – | 104 |
|
|
2017
Q4 | $224K | Buy |
+5,100
| New | +$224K | 0.05% | 102 |
|
|
2017
Q3 | – | Sell |
-5,600
| Closed | -$217K | – | 105 |
|
|
2017
Q2 | $217K | Hold |
5,600
| – | – | 0.04% | 100 |
|
|
2017
Q1 | $203K | Sell |
5,600
-3,440
| -38% | -$125K | 0.04% | 106 |
|
|
2016
Q4 | $315K | Hold |
9,040
| – | – | 0.07% | 90 |
|
|
2016
Q3 | $324K | Sell |
9,040
-2,600
| -22% | -$93.2K | 0.07% | 91 |
|
|
2016
Q2 | $420K | Hold |
11,640
| – | – | 0.09% | 83 |
|
|
2016
Q1 | $368K | Buy |
11,640
+570
| +5% | +$18K | 0.08% | 87 |
|
|
2015
Q4 | $332K | Buy |
+11,070
| New | +$332K | 0.08% | 95 |
|