Selective Wealth Management’s Affirm AFRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-300
| Closed | -$6K | – | 143 |
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 566 |
|
2022
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 620 |
|
2022
Q1 | $14K | Hold |
300
| – | – | 0.01% | 488 |
|
2021
Q4 | $30K | Buy |
300
+100
| +50% | +$10K | 0.01% | 348 |
|
2021
Q3 | $24K | Buy |
+200
| New | +$24K | 0.01% | 343 |
|