LWP
Lumature Wealth Partners’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $438K | Sell |
6,271
-58
| -0.9% | -$4.05K | 0.26% | 76 |
|
|
2023
Q1 | $408K | Sell |
6,329
-32
| -0.5% | -$2.07K | 0.23% | 76 |
|
|
2022
Q4 | $458K | Sell |
6,361
-148
| -2% | -$10.6K | 0.26% | 74 |
|
|
2022
Q3 | $366K | Buy |
6,509
+195
| +3% | +$11K | 0.2% | 91 |
|
|
2022
Q2 | $349K | Buy |
6,314
+467
| +8% | +$25.8K | 0.16% | 102 |
|
|
2022
Q1 | $376K | Buy |
5,847
+3,797
| +185% | +$244K | 0.15% | 106 |
|
|
2021
Q4 | $120K | Hold |
2,050
| – | – | 0.05% | 166 |
|
|
2021
Q3 | $107K | Sell |
2,050
-19,688
| -91% | -$1.03M | 0.04% | 171 |
|
|
2021
Q2 | $1.17M | Buy |
21,738
+19,688
| +960% | +$1.06M | 0.48% | 39 |
|
|
2021
Q1 | $105K | Buy |
+2,050
| New | +$105K | 0.06% | 165 |
|