McKinley Carter Wealth Services’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,971
| Closed | -$210K | – | 134 |
|
2019
Q4 | $210K | Sell |
3,971
-515
| -11% | -$27.2K | 0.05% | 158 |
|
2019
Q3 | $235K | Buy |
4,486
+2
| +0% | +$105 | 0.06% | 146 |
|
2019
Q2 | $246K | Buy |
4,484
+427
| +11% | +$23.4K | 0.07% | 142 |
|
2019
Q1 | $203K | Buy |
+4,057
| New | +$203K | 0.06% | 147 |
|
2018
Q2 | – | Sell |
-4,480
| Closed | -$196K | – | 161 |
|
2018
Q1 | $196K | Buy |
+4,480
| New | +$196K | 0.06% | 155 |
|
2014
Q3 | – | Sell |
-6,946
| Closed | -$216K | – | 93 |
|
2014
Q2 | $216K | Sell |
6,946
-4,172
| -38% | -$130K | 0.23% | 86 |
|
2014
Q1 | $350K | Sell |
11,118
-24,656
| -69% | -$776K | 0.38% | 59 |
|
2013
Q4 | $1.2M | Buy |
35,774
+27,628
| +339% | +$923K | 1.16% | 24 |
|
2013
Q3 | $252K | Buy |
+8,146
| New | +$252K | 0.3% | 70 |
|