Northstar Wealth Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $422K | Hold |
11,634
| – | – | 0.2% | 95 |
|
|
2020
Q2 | $419K | Sell |
11,634
-60
| -0.5% | -$2.16K | 0.18% | 111 |
|
|
2020
Q1 | $400K | Hold |
11,694
| – | – | 0.2% | 105 |
|
|
2019
Q4 | $618K | Hold |
11,694
| – | – | 0.25% | 100 |
|
|
2019
Q3 | $612K | Buy |
11,694
+60
| +0.5% | +$3.14K | 0.27% | 94 |
|
|
2019
Q2 | $638K | Hold |
11,634
| – | – | 0.28% | 96 |
|
|
2019
Q1 | $582K | Hold |
11,634
| – | – | 0.27% | 103 |
|
|
2018
Q4 | $530K | Hold |
11,634
| – | – | 0.28% | 96 |
|
|
2018
Q3 | $547K | Hold |
11,634
| – | – | 0.26% | 101 |
|
|
2018
Q2 | $500K | Buy |
11,634
+1,500
| +15% | +$64.5K | 0.25% | 108 |
|
|
2018
Q1 | $544K | Buy |
+10,134
| New | +$544K | 0.28% | 102 |
|