NCM
Novare Capital Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-145,475
| Closed | -$5.24M | – | 135 |
|
|
2020
Q2 | $5.24M | Buy |
145,475
+19,632
| +16% | +$707K | 0.78% | 59 |
|
|
2020
Q1 | $4.31M | Buy |
125,843
+1,365
| +1% | +$46.7K | 0.76% | 59 |
|
|
2019
Q4 | $6.59M | Sell |
124,478
-1,060
| -0.8% | -$56.1K | 0.92% | 43 |
|
|
2019
Q3 | $6.57M | Buy |
125,538
+500
| +0.4% | +$26.2K | 0.98% | 37 |
|
|
2019
Q2 | $6.85M | Buy |
125,038
+1,145
| +0.9% | +$62.8K | 1.04% | 34 |
|
|
2019
Q1 | $6.2M | Buy |
123,893
+1,445
| +1% | +$72.3K | 0.97% | 44 |
|
|
2018
Q4 | $5.58M | Buy |
122,448
+10,916
| +10% | +$497K | 1.02% | 40 |
|
|
2018
Q3 | $4.8M | Buy |
111,532
+1,184
| +1% | +$51K | 0.77% | 54 |
|
|
2018
Q2 | $4.75M | Sell |
110,348
-2,850
| -3% | -$123K | 0.81% | 51 |
|
|
2018
Q1 | $4.95M | Buy |
113,198
+55,604
| +97% | +$2.43M | 0.87% | 49 |
|
|
2017
Q4 | $5.06M | Sell |
57,594
-395
| -0.7% | -$34.7K | 0.86% | 51 |
|
|
2017
Q3 | $4.72M | Buy |
+57,989
| New | +$4.72M | 0.83% | 52 |
|