SWM
Selective Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-42
| Closed | -$2K | – | 142 |
|
|
2022
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 656 |
|
|
2022
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 683 |
|
|
2022
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 627 |
|
|
2021
Q4 | $2K | Buy |
42
+1
| +2% | +$48 | ﹤0.01% | 596 |
|
|
2021
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 451 |
|
|
2021
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 353 |
|
|
2020
Q4 | $2K | Buy |
41
+1
| +3% | +$49 | ﹤0.01% | 331 |
|
|
2020
Q3 | $1K | Sell |
40
-340
| -89% | -$8.5K | ﹤0.01% | 293 |
|
|
2020
Q2 | $13K | Buy |
380
+40
| +12% | +$1.37K | 0.01% | 212 |
|
|
2020
Q1 | $12K | Hold |
340
| – | – | 0.02% | 141 |
|
|
2019
Q4 | $18K | Buy |
+340
| New | +$18K | 0.02% | 127 |
|