Measured Wealth Private Client Group’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,409
| Closed | -$293K | – | 175 |
|
|
2023
Q1 | $293K | Buy |
2,409
+137
| +6% | +$16.6K | 0.11% | 138 |
|
|
2022
Q4 | $312K | Buy |
2,272
+93
| +4% | +$12.8K | 0.13% | 114 |
|
|
2022
Q3 | $268K | Sell |
2,179
-189
| -8% | -$23.2K | 0.12% | 115 |
|
|
2022
Q2 | $329K | Buy |
2,368
+544
| +30% | +$75.6K | 0.15% | 109 |
|
|
2022
Q1 | $266K | Buy |
+1,824
| New | +$266K | 0.1% | 131 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$6K | – | 114 |
|
|
2018
Q3 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 669 |
|