Mosaic Family Wealth’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,266
| Closed | -$113K | – | 177 |
|
|
2019
Q1 | $113K | Hold |
2,266
| – | – | 0.05% | 215 |
|
|
2018
Q4 | $103K | Hold |
2,266
| – | – | 0.04% | 223 |
|
|
2018
Q3 | $101K | Hold |
2,266
| – | – | 0.04% | 225 |
|
|
2018
Q2 | $97K | Hold |
2,266
| – | – | 0.04% | 229 |
|
|
2018
Q1 | $99K | Hold |
2,266
| – | – | 0.04% | 225 |
|
|
2017
Q4 | $99K | Hold |
2,266
| – | – | 0.04% | 238 |
|
|
2017
Q3 | $92K | Hold |
2,266
| – | – | 0.04% | 263 |
|
|
2017
Q2 | $88K | Sell |
2,266
-400
| -15% | -$15.5K | 0.04% | 259 |
|
|
2017
Q1 | $97K | Hold |
2,666
| – | – | 0.04% | 256 |
|
|
2016
Q4 | $93K | Sell |
2,666
-866
| -25% | -$30.2K | 0.04% | 266 |
|
|
2016
Q3 | $127K | Buy |
3,532
+1,040
| +42% | +$37.4K | 0.06% | 225 |
|
|
2016
Q2 | $90K | Sell |
2,492
-262
| -10% | -$9.46K | 0.04% | 265 |
|
|
2016
Q1 | $86K | Buy |
2,754
+64
| +2% | +$2K | 0.04% | 264 |
|
|
2015
Q4 | $80K | Buy |
+2,690
| New | +$80K | 0.04% | 248 |
|