Notis-McConarty Edward’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-7,590
| Closed | -$240K | – | 94 |
|
2016
Q1 | $240K | Sell |
7,590
-1,670
| -18% | -$52.8K | 0.17% | 90 |
|
2015
Q4 | $277K | Hold |
9,260
| – | – | 0.2% | 89 |
|
2015
Q3 | $269K | Sell |
9,260
-13,400
| -59% | -$389K | 0.2% | 85 |
|
2015
Q2 | $705K | Sell |
22,660
-2,920
| -11% | -$90.8K | 0.48% | 58 |
|
2015
Q1 | $819K | Sell |
25,580
-4,600
| -15% | -$147K | 0.57% | 54 |
|
2014
Q4 | $922K | Sell |
30,180
-2,528
| -8% | -$77.2K | 0.63% | 49 |
|
2014
Q3 | $953K | Sell |
32,708
-12,640
| -28% | -$368K | 0.67% | 49 |
|
2014
Q2 | $1.41M | Hold |
45,348
| – | – | 0.93% | 37 |
|
2014
Q1 | $1.43M | Sell |
45,348
-1,000
| -2% | -$31.5K | 1% | 35 |
|
2013
Q4 | $1.55M | Buy |
+46,348
| New | +$1.55M | 1.09% | 31 |
|