RKL Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-17,802
| Closed | -$234K | – | 135 |
|
2017
Q3 | $234K | Buy |
+17,802
| New | +$234K | 0.07% | 140 |
|
2017
Q1 | – | Sell |
-20,400
| Closed | -$247K | – | 113 |
|
2016
Q4 | $247K | Buy |
+20,400
| New | +$247K | 0.12% | 81 |
|
2014
Q3 | – | Sell |
-10,670
| Closed | -$332K | – | 61 |
|
2014
Q2 | $332K | Sell |
10,670
-3,020
| -22% | -$94K | 0.24% | 48 |
|
2014
Q1 | $432K | Buy |
+13,690
| New | +$432K | 0.33% | 42 |
|