Loring Wolcott & Coolidge Fiduciary Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | – | – | 576 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $0 | Sell |
50
-35
| -41% | – | ﹤0.01% | 627 |
|
|
2022
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 594 |
|
|
2021
Q4 | $9K | Buy |
85
+45
| +113% | +$4.77K | ﹤0.01% | 609 |
|
|
2021
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 652 |
|