Perigon Wealth Management’s American Financial Group AFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-677
| Closed | -$59K | – | 492 |
|
|
2020
Q4 | $59K | Buy |
+677
| New | +$59K | 0.01% | 688 |
|
|
2018
Q2 | – | Sell |
-572
| Closed | -$64K | – | 239 |
|
|
2018
Q1 | $64K | Hold |
572
| – | – | 0.02% | 284 |
|
|
2017
Q4 | $62K | Buy |
572
+140
| +32% | +$15.2K | 0.02% | 267 |
|
|
2017
Q3 | $45K | Hold |
432
| – | – | 0.01% | 351 |
|
|
2017
Q2 | $43K | Hold |
432
| – | – | 0.01% | 391 |
|
|
2017
Q1 | $41K | Hold |
432
| – | – | 0.01% | 411 |
|
|
2016
Q4 | $41K | Hold |
432
| – | – | 0.01% | 381 |
|
|
2016
Q3 | $32K | Buy |
+432
| New | +$32K | 0.01% | 349 |
|