Laird Norton Wetherby Wealth Management’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,788
| Closed | -$212K | – | 897 |
|
|
2023
Q2 | $212K | Buy |
1,788
+82
| +5% | +$9.74K | 0.01% | 825 |
|
|
2023
Q1 | $207K | Sell |
1,706
-43
| -2% | -$5.23K | 0.01% | 814 |
|
|
2022
Q4 | $240K | Buy |
1,749
+8
| +0.5% | +$1.1K | 0.02% | 748 |
|
|
2022
Q3 | $214K | Buy |
1,741
+40
| +2% | +$4.92K | 0.02% | 781 |
|
|
2022
Q2 | $236K | Buy |
+1,701
| New | +$236K | 0.02% | 760 |
|